E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.2 • 7.1K Ratings
🗓️ 23 December 2023
⏱️ 107 minutes
🧾️ Download transcript
Summary
(0:00) Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and more
(7:54) Understanding the trade disruption in the Red Sea: Houthis, global impact on trade, the dicey geopolitical situation, and how this compares to COVID freight prices with Flexport's Ryan Petersen
(35:55) Major M&A deals called off, downstream impacts of a hawkish regulatory environment
(54:15) The new era of startup building: less capital raised, less overhead costs, more profitable, smaller exits with higher founder/employee ownership percentages
(1:17:01) Bombshell class action lawsuits against the NAR and other real estate brokerages, how this could change residential real estate in the US
(1:31:58) Colorado bans Trump from primary ballots
Follow the besties:
https://twitter.com/DavidSacks
Follow Ryan:
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.figma.com/blog/figma-adobe-abandon-proposed-merger
https://www.reuters.com/markets/deals/illumina-divest-cancer-test-maker-grail-2023-12-17
https://www.google.com/finance/quote/ADBE:NASDAQ
https://www.wsj.com/personal-finance/real-estate-buying-home-charts-6dc40caa
https://www.redfin.com/guides/how-to-sell-your-home-without-an-agent-fsbo
https://www.nytimes.com/2022/04/02/us/politics/merrick-garland-biden-trump.html
https://cafe.com/cafe-insider-feed
https://www.lawfaremedia.org/podcasts-multimedia/podcast/the-lawfare-podcast
Transcript
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| 0:00.0 | Do I care? I'm coming in hot. By quick time I told you seven times |
| 0:03.8 | You don't work for me. Mark first you on your own. Good luck working for |
| 0:08.2 | Chamor. Do not attack my employees, Jason. You guys are going to billionaire me and that's going to be the greatest revenge of all. |
| 0:15.8 | You want to run the show in year four? Go fucking ahead chairman. You guys won the vote. |
| 0:20.6 | Guess what Jaycal is going to do? I'm going to fucking ski and you're going to make my 25% worth 500 million get to work |
| 0:25.6 | biches deal let's go deal. |
| 0:27.7 | deal chamas title has been upgraded from dictator to chairman chairman |
| 0:31.1 | dictator that is very funny Chairman dictator. Chairman |
| 0:34.0 | dictator. He's got the super voting. I have no saying anything. I've |
| 0:38.7 | built this entire empire and I have nothing. |
| 0:42.6 | I built the empire. |
| 0:43.5 | I came up with the name of the show, |
| 0:45.0 | I came up with the fucking format, I invited you miserable pricks. |
| 0:48.8 | Make me rich, bitch, let's go. |
| 0:50.6 | Distribution checks. |
| 0:51.6 | Daddy needs new skis. Three, two. All right, everybody, welcome back to the |
| 0:56.4 | All In podcast. If you can believe it, we're almost at four years of this, Meshugina, episode 158 today and we've got a full docket I'm at |
| 1:06.8 | half speed I got a little bit of the sniffles but we're gonna power through |
| 1:10.6 | the docket with me again today. |
| 1:13.0 | Oh you have the sniffles? |
| 1:14.0 | I got a little bit. |
| 1:15.0 | Can I get you a tissue? |
... |
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