E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros! Friedberg's jumper
(1:21) US and its allies strike Houthi targets in Yemen
(16:24) Markets: Q1 rate cut looks unlikely, December CPI print slightly hot, soft landing in jeopardy?
(29:46) Carta's mistake, why verticalized SaaS tools could be in trouble, Chamath's 8090 incubator
(51:02) Why and how Sacks is taking on Slack, where Carta went wrong with founders
(1:05:17) DEI debate: cultural significance, real solutions, Motte-and-bailey
 
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
 
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
 
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
 
Intro Video Credit:
https://twitter.com/TheZachEffect
 
Referenced in the show:
https://twitter.com/SpeakerJohnson/status/1745642200866738254
https://www.reuters.com/world/middle-east/saudi-arabia-calls-restraint-after-air-strikes-yemen-2024-01-12
https://twitter.com/DavidSacks/status/1745723423396118593
https://twitter.com/DavidSacks/status/1745604701654298826
https://www.imdb.com/title/tt0120885
https://twitter.com/Jason/status/1745514413782917262
https://www.cnn.com/2024/01/12/politics/joe-biden-lloyd-austin-yemen-houthis/index.html
https://www.pbs.org/newshour/show/why-the-white-house-didnt-know-about-defense-secretary-austins-hospitalization
https://www.bloomberg.com/news/articles/2024-01-11/fed-s-mester-says-march-is-probably-too-early-for-a-rate-cut
https://www.reuters.com/business/finance/citi-swings-18-billion-loss-slew-charges-2024-01-12
https://layoffs.fyi
https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcsstus1&f=m
https://twitter.com/karrisaarinen/status/1743398553500971331
https://henrysward.medium.com/how-we-handle-captable-information-c98d85d79277
https://henrysward.medium.com/should-carta-facilitate-secondary-trading-c319e0c9f080
https://twitter.com/chamath/status/1744414462986375440
https://twitter.com/coffeewithone/status/1744488896766042277
https://twitter.com/chamath/status/1745542094696145103
https://once.com
https://twitter.com/jasonlk/status/1745552662572208473
https://twitter.com/MattWalshBlog/status/1742583950944432607
https://www.oscars.org/awards/representation-and-inclusion-standards
https://wdwnt.com/2023/04/disney-ceo-bob-iger-doubles-down-on-inclusivity-and-diversity-during-shareholders-meeting
https://www.cnbc.com/2023/11/30/disney-ceo-bob-iger-says-movies-have-been-too-focused-on-messaging.html
https://www.dailymail.co.uk/news/article-4722408/Brian-Truitt-ridiculed-Dunkirk-diversity-review.html
https://www.nytimes.com/2022/04/23/business/pilots-diversity.html
https://twitter.com/Jason/status/1735164131806986441
https://www.thecollegefix.com/umich-now-has-more-than-500-jobs-dedicated-to-dei-payroll-costs-exceed-30-million
https://en.wikipedia.org/wiki/Motte-and-bailey_fallacy