(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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Intro Music Credit:
https://rb.gy/tppkzl
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.wsj.com/economy/consumers/inflation-consumer-spending-personal-income-october-2023-6a1ecb1d
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://www.theinformation.com/articles/vc-firm-openview-abruptly-winds-down-as-industry-pressure-rises
https://cloudedjudgement.substack.com/p/clouded-judgement-12123-net-new-arr
https://twitter.com/friedberg/status/1732217863975641389
https://ohalogenetics.com
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
https://www.figma.com/templates
https://assets.publishing.service.gov.uk/media/656f3c941104cf000dfa7563/Provisional_findings_report_3.pdf
In conversation with Sheryl Sandberg, plus open-source AI gene editing explained
Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal
E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO
E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more
E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more
E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more
E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics
E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown
E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more
E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more
E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more
E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI
E160: 2024 Predictions! Markets, tech, politics, and more
E159: The Bestie Awards! Recapping the best and worst of 2023
E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
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