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

<p>(0:00) Bestie intro!</p> <p>(3:12) Ivy League antisemitism hearings</p> <p>(21:55) State of the economy for consumers</p> <p>(34:55) Signs of life in SaaS, VC shutdowns, and more</p> <p>(44:59) Why Friedberg chose to take the role of CEO at Ohalo, and the dearth of great leadership talent in tech</p> <p>(1:01:07) Google announces Gemini: Why this is a notable moment for Google, industry impact, and more</p> <p>(1:11:50) Adobe's $20B Figma acquisition has stalled out due to the UK's CMA</p> <p>Follow the besties:</p> <p><a href= "https://twitter.com/chamath">https://twitter.com/chamath</a></p> <p><a href= "https://twitter.com/Jason">https://twitter.com/Jason</a></p> <p><a href= "https://twitter.com/DavidSacks">https://twitter.com/DavidSacks</a></p> <p><a href= "https://twitter.com/friedberg">https://twitter.com/friedberg</a></p> <p>Follow Tucker:</p> <p><a href= "https://twitter.com/TuckerCarlson">https://twitter.com/TuckerCarlson</a></p> <p>Follow the pod:</p> <p><a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a></p> <p><a href= "https://linktr.ee/allinpodcast">https://linktr.ee/allinpodcast</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://twitter.com/yung_spielburg">https://twitter.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://twitter.com/TheZachEffect">https://twitter.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://rankings.thefire.org/rank">https://rankings.thefire.org/rank</a></p> <p><a href= "https://www.ft.com/content/9c7931aa-4973-475e-9841-d7ebd54b0f47">https://www.ft.com/content/9c7931aa-4973-475e-9841-d7ebd54b0f47</a></p> <p><a href= "https://academic.oup.com/poq/article-abstract/82/1/135/4868126">https://academic.oup.com/poq/article-abstract/82/1/135/4868126</a></p> <p><a href= "https://fred.stlouisfed.org/series/CCLACBW027SBOG">https://fred.stlouisfed.org/series/CCLACBW027SBOG</a></p> <p><a href= "https://www.cnn.com/2023/11/07/economy/americans-401k-plans-bill-payments/index.html"> https://www.cnn.com/2023/11/07/economy/americans-401k-plans-bill-payments/index.html</a></p> <p><a href= "https://www.wsj.com/economy/consumers/inflation-consumer-spending-personal-income-october-2023-6a1ecb1d"> https://www.wsj.com/economy/consumers/inflation-consumer-spending-personal-income-october-2023-6a1ecb1d</a></p> <p><a href= "https://www.axios.com/2023/11/28/cyber-monday-spending-record-shopping"> https://www.axios.com/2023/11/28/cyber-monday-spending-record-shopping</a></p> <p><a href= "https://www.cnn.com/2023/11/14/economy/consumer-price-index-october/index.html"> https://www.cnn.com/2023/11/14/economy/consumer-price-index-october/index.html</a></p> <p><a href= "https://www.cnbc.com/2023/11/21/home-sales-fell-to-a-13-year-low-in-october-as-prices-rose.html"> https://www.cnbc.com/2023/11/21/home-sales-fell-to-a-13-year-low-in-october-as-prices-rose.html</a></p> <p><a href= "https://kalshi.com/markets/fed/fed-funds-rate#fed-23dec">https://kalshi.com/markets/fed/fed-funds-rate#fed-23dec</a></p> <p><a href= "https://twitter.com/KobeissiLetter/status/1730607188341624851">https://twitter.com/KobeissiLetter/status/1730607188341624851</a></p> <p><a href= "https://twitter.com/chamath/status/1718016818118553622">https://twitter.com/chamath/status/1718016818118553622</a></p> <p><a href= "https://www.saastr.com/carta-startup-shutdowns-are-up-237">https://www.saastr.com/carta-startup-shutdowns-are-up-237</a></p> <p><a href= "https://www.theinformation.com/articles/vc-firm-openview-abruptly-winds-down-as-industry-pressure-rises"> https://www.theinformation.com/articles/vc-firm-openview-abruptly-winds-down-as-industry-pressure-rises</a></p> <p><a href= "https://cloudedjudgement.substack.com/p/clouded-judgement-12123-net-new-arr"> https://cloudedjudgement.substack.com/p/clouded-judgement-12123-net-new-arr</a></p> <p><a href= "https://twitter.com/friedberg/status/1732217863975641389">https://twitter.com/friedberg/status/1732217863975641389</a></p> <p><a href= "https://ohalogenetics.com">https://ohalogenetics.com</a></p> <p><a href= "https://www.youtube.com/watch?v=K4pX1VAxaAI">https://www.youtube.com/watch?v=K4pX1VAxaAI</a></p> <p><a href= "https://www.youtube.com/watch?v=v5tRc_5-8G4">https://www.youtube.com/watch?v=v5tRc_5-8G4</a></p> <p><a href= "https://blog.google/technology/ai/google-gemini-ai">https://blog.google/technology/ai/google-gemini-ai</a></p> <p><a href= "https://twitter.com/chamath/status/1732482646419403077">https://twitter.com/chamath/status/1732482646419403077</a></p> <p><a href= "https://www.figma.com/templates">https://www.figma.com/templates</a></p> <p><a href= "https://assets.publishing.service.gov.uk/media/656f3c941104cf000dfa7563/Provisional_findings_report_3.pdf"> https://assets.publishing.service.gov.uk/media/656f3c941104cf000dfa7563/Provisional_findings_report_3.pdf</a></p>