E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI

<p>(0:00) Bestie intros! Friedberg's jumper</p> <p>(1:21) US and its allies strike Houthi targets in Yemen</p> <p>(16:24) Markets: Q1 rate cut looks unlikely, December CPI print slightly hot, soft landing in jeopardy?</p> <p>(29:46) Carta's mistake, why verticalized SaaS tools could be in trouble, Chamath's 8090 incubator</p> <p>(51:02) Why and how Sacks is taking on Slack, where Carta went wrong with founders</p> <p>(1:05:17) DEI debate: cultural significance, real solutions, Motte-and-bailey</p> <p> </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> </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> </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> </p> <p>Intro Video Credit:</p> <p><a href= "https://twitter.com/TheZachEffect">https://twitter.com/TheZachEffect</a></p> <p> </p> <p>Referenced in the show:</p> <p><a href= "https://twitter.com/SpeakerJohnson/status/1745642200866738254">https://twitter.com/SpeakerJohnson/status/1745642200866738254</a></p> <p><a href= "https://www.reuters.com/world/middle-east/saudi-arabia-calls-restraint-after-air-strikes-yemen-2024-01-12"> https://www.reuters.com/world/middle-east/saudi-arabia-calls-restraint-after-air-strikes-yemen-2024-01-12</a></p> <p><a href= "https://twitter.com/DavidSacks/status/1745723423396118593">https://twitter.com/DavidSacks/status/1745723423396118593</a></p> <p><a href= "https://twitter.com/DavidSacks/status/1745604701654298826">https://twitter.com/DavidSacks/status/1745604701654298826</a></p> <p><a href= "https://www.imdb.com/title/tt0120885">https://www.imdb.com/title/tt0120885</a></p> <p><a href= "https://twitter.com/Jason/status/1745514413782917262">https://twitter.com/Jason/status/1745514413782917262</a></p> <p><a href= "https://www.cnn.com/2024/01/12/politics/joe-biden-lloyd-austin-yemen-houthis/index.html"> https://www.cnn.com/2024/01/12/politics/joe-biden-lloyd-austin-yemen-houthis/index.html</a></p> <p><a href= "https://www.pbs.org/newshour/show/why-the-white-house-didnt-know-about-defense-secretary-austins-hospitalization"> https://www.pbs.org/newshour/show/why-the-white-house-didnt-know-about-defense-secretary-austins-hospitalization</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2024-01-11/fed-s-mester-says-march-is-probably-too-early-for-a-rate-cut"> https://www.bloomberg.com/news/articles/2024-01-11/fed-s-mester-says-march-is-probably-too-early-for-a-rate-cut</a></p> <p><a href= "https://www.reuters.com/business/finance/citi-swings-18-billion-loss-slew-charges-2024-01-12"> https://www.reuters.com/business/finance/citi-swings-18-billion-loss-slew-charges-2024-01-12</a></p> <p><a href="https://layoffs.fyi">https://layoffs.fyi</a></p> <p><a href= "https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcsstus1&f=m"> https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcsstus1&f=m</a></p> <p><a href= "https://twitter.com/karrisaarinen/status/1743398553500971331">https://twitter.com/karrisaarinen/status/1743398553500971331</a></p> <p><a href= "https://henrysward.medium.com/how-we-handle-captable-information-c98d85d79277"> https://henrysward.medium.com/how-we-handle-captable-information-c98d85d79277</a></p> <p><a href= "https://henrysward.medium.com/should-carta-facilitate-secondary-trading-c319e0c9f080"> https://henrysward.medium.com/should-carta-facilitate-secondary-trading-c319e0c9f080</a></p> <p><a href= "https://twitter.com/chamath/status/1744414462986375440">https://twitter.com/chamath/status/1744414462986375440</a></p> <p><a href= "https://twitter.com/coffeewithone/status/1744488896766042277">https://twitter.com/coffeewithone/status/1744488896766042277</a></p> <p><a href= "https://twitter.com/chamath/status/1745542094696145103">https://twitter.com/chamath/status/1745542094696145103</a></p> <p><a href="https://once.com">https://once.com</a></p> <p><a href= "https://twitter.com/jasonlk/status/1745552662572208473">https://twitter.com/jasonlk/status/1745552662572208473</a></p> <p><a href= "https://twitter.com/MattWalshBlog/status/1742583950944432607">https://twitter.com/MattWalshBlog/status/1742583950944432607</a></p> <p><a href= "https://www.oscars.org/awards/representation-and-inclusion-standards"> https://www.oscars.org/awards/representation-and-inclusion-standards</a></p> <p><a href= "https://wdwnt.com/2023/04/disney-ceo-bob-iger-doubles-down-on-inclusivity-and-diversity-during-shareholders-meeting"> https://wdwnt.com/2023/04/disney-ceo-bob-iger-doubles-down-on-inclusivity-and-diversity-during-shareholders-meeting</a></p> <p><a href= "https://www.cnbc.com/2023/11/30/disney-ceo-bob-iger-says-movies-have-been-too-focused-on-messaging.html"> https://www.cnbc.com/2023/11/30/disney-ceo-bob-iger-says-movies-have-been-too-focused-on-messaging.html</a></p> <p><a href= "https://www.dailymail.co.uk/news/article-4722408/Brian-Truitt-ridiculed-Dunkirk-diversity-review.html"> https://www.dailymail.co.uk/news/article-4722408/Brian-Truitt-ridiculed-Dunkirk-diversity-review.html</a></p> <p><a href= "https://www.nytimes.com/2022/04/23/business/pilots-diversity.html"> https://www.nytimes.com/2022/04/23/business/pilots-diversity.html</a></p> <p><a href= "https://twitter.com/Jason/status/1735164131806986441">https://twitter.com/Jason/status/1735164131806986441</a></p> <p><a href= "https://www.thecollegefix.com/umich-now-has-more-than-500-jobs-dedicated-to-dei-payroll-costs-exceed-30-million"> https://www.thecollegefix.com/umich-now-has-more-than-500-jobs-dedicated-to-dei-payroll-costs-exceed-30-million</a></p> <p><a href= "https://en.wikipedia.org/wiki/Motte-and-bailey_fallacy">https://en.wikipedia.org/wiki/Motte-and-bailey_fallacy</a></p>