E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
6Description
(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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https://twitter.com/TuckerCarlson
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Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://rankings.thefire.org/rank
https://www.ft.com/content/9c7931aa-4973-475e-9841-d7ebd54b0f47
https://academic.oup.com/poq/article-abstract/82/1/135/4868126
https://fred.stlouisfed.org/series/CCLACBW027SBOG
https://www.cnn.com/2023/11/07/economy/americans-401k-plans-bill-payments/index.html
https://www.axios.com/2023/11/28/cyber-monday-spending-record-shopping
https://www.cnn.com/2023/11/14/economy/consumer-price-index-october/index.html
https://www.cnbc.com/2023/11/21/home-sales-fell-to-a-13-year-low-in-october-as-prices-rose.html
https://kalshi.com/markets/fed/fed-funds-rate#fed-23dec
https://twitter.com/KobeissiLetter/status/1730607188341624851
https://twitter.com/chamath/status/1718016818118553622
https://www.saastr.com/carta-startup-shutdowns-are-up-237
https://cloudedjudgement.substack.com/p/clouded-judgement-12123-net-new-arr
https://twitter.com/friedberg/status/1732217863975641389
https://www.youtube.com/watch?v=K4pX1VAxaAI
https://www.youtube.com/watch?v=v5tRc_5-8G4
https://blog.google/technology/ai/google-gemini-ai
https://twitter.com/chamath/status/1732482646419403077
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