E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

Dec 7, 2023

(0:00) Bestie intro!
(3:12) Ivy League antisemitism hearings
(21:55) State of the economy for consumers
(34:55) Signs of life in SaaS, VC shutdowns, and more
(44:59) Why Friedberg chose to take the role of CEO at Ohalo, and the dearth of great leadership talent in tech
(1:01:07) Google announces Gemini: Why this is a notable moment for Google, industry impact, and more
(1:11:50) Adobe's $20B Figma acquisition has stalled out due to the UK's CMA

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/ chamath
/ jason
/ davidsacks
/ friedberg

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https://linktr.ee/allinpodcast

Intro Music Credit:
https://rb.gy/tppkzl
/ yung_spielburg

Intro Video Credit:
/ thezacheffect

Referenced in the show:
https://rankings.thefire.org/rank
https://www.ft.com/content/9c7931aa-4...
https://academic.oup.com/poq/article-...
https://fred.stlouisfed.org/series/CC...
https://www.cnn.com/2023/11/07/econom...
https://www.wsj.com/economy/consumers...
https://www.axios.com/2023/11/28/cybe...
https://www.cnn.com/2023/11/14/econom...
https://www.cnbc.com/2023/11/21/home-...
https://kalshi.com/markets/fed/fed-fu...
/ 1730607188341624851
/ 1718016818118553622
https://www.saastr.com/carta-startup-...
https://www.theinformation.com/articl...
https://cloudedjudgement.substack.com...
/ 1732217863975641389
https://ohalogenetics.com
• Math & physics with AI | Gemini
• Personalized AI for you | Gemini
https://blog.google/technology/ai/goo...
/ 1732482646419403077
https://www.figma.com/templates
https://assets.publishing.service.gov...

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