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All In Podcast Episode 161 Recap and Notes January 13 2024

January 13 2024

  • Friedberg shooting hoops
  • US and allies attack Houthis
    • Fired rockets
    • Conflict in the middle east escalating - will result in war with Iran 😟
    • Big alliance - so Iran will be careful if they want to escalate
    • China being affected or not - their ships are not being attacked, but their containers are on other ships that are being attacked
    • This affects Europe and also China
    • What is the need for the US to really get involved
    • Wag the Dog reference - you start a war for the political benefits instead of necessity
      • Are they deflecting from domestic struggles (non-Biden candidates doing well like Dean Phillips, some Republicans, etc)?
    • American people might be exhausted by wars but media propagandizes for wars and rams it down people’s throats
    • This might make the administration look good
      • But they are so incompetent that they apparently couldn’t even find the Secretary of Defense - Lloyd Austin (having some health issues)
  • Market data is mixed

    • Inflation might be going up again?

      • Car inflation is going up
        • Typically lags other inflation indicators (rate increases get approved over a longer period of time)

    • So many jobs being lost with crazy layoffs (Citigroup, Google, Amazon, Discord, Cloudflare, etc)

    • Not sure how rate cuts will happen if oil prices go up

    • Strategic Petroleum Reserve is a historically low levels

    • Middle East crisis points of attack

      • Israel-Gaza
      • Hezbollah Rockets
      • Syria and Iraq US bases getting hit
      • Yemen crisis
  • Carta issue
    • SAFE - Simple Agreement for Future Equity (invented by Y Combinator) - and others do it also now
    • Carta grew well because of network effects
    • Got into trust issues with controversy that was aired on social media
    • Chamath started 8090 to build SaaS competitors cheaper
    • Zoho is a good example of a small set of tools that work well together
    • New open source protocol will come to standardize
    • Private company founders are not happy about secondary markets for their shares - they don’t want random people on their cap table
    • Carta exited the secondary markets business - wasn’t doing well compared to original SaaS business
  • Slack exit was a very good deal
    • 37Signals is also going after this
    • Solve signal to noise problem
    • Combine feed and targeted chat
    • Sacks is starting Glue.ai
  • Disney ruining Star Wars

    • Ironically Star Wars itself is an oppressor-oppressed dynamic story

    • Hollywood is imposing DEI standards for Oscar nominations (not sure how it will lead to good creative outcomes)

    • Similar to how people were criticizing Dunkirk for not having diverse cast (it was based on history)

    • Have to do an accounting of what parts of society skills matter the MOST

    • How can you force diversity when its illegal to discriminate on the basis of race, gender, etc?

    • If for example air crashes happen, lawsuits will target DEI policies

    • DEI’s fundamental dishonesty - they will preach what they want to do which is to force proportional representation - when that results in discrimination, they will deny that that’s what they were doing

    • DEI grift

    • UMich has 500 people in DEI program spending $30M on payroll and benefits

    • DEI movement is like a Motte and Bailey strategy

    • Need to focus on how to help kids from the start

    • Better schooling models

    • Encourage family system

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