E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked

Dec 22, 2023

(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:
/ chamath
/ jason
/ davidsacks
/ friedberg

Follow Ryan:
/ typesfast

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/ theallinpod
https://linktr.ee/allinpodcast

Intro Music Credit:
https://rb.gy/tppkzl
/ yung_spielburg

Intro Video Credit:
/ thezacheffect

Referenced in the show:
https://www.flexport.com
https://www.wionews.com/world/wont-st...
https://www.figma.com/blog/figma-adob...
https://www.reuters.com/markets/deals...
https://www.google.com/finance/quote/...
https://www.saasgrid.com
https://www.housingwire.com/articles/...
https://www.wsj.com/personal-finance/...
https://www.msn.com/en-us/money/reale...
https://www.redfin.com/guides/how-to-...
https://apnews.com/article/trump-insu...
https://www.nytimes.com/2022/04/02/us...
https://cafe.com/cafe-insider-feed
https://www.lawfaremedia.org/podcasts...

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