cover of episode E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

2023/12/8
logo of podcast All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

AI Deep Dive AI Chapters Transcript
People
C
Chamath Palihapitiya
以深刻的投资见解和社会资本主义理念而闻名的风险投资家和企业家。
D
David Friedberg
美国企业家、商人和天使投资者,创立并领导了The Climate Corporation和The Production Board。
D
David Sacks
一位在房地产法和技术政策领域都有影响力的律师和学者。
J
Jason Calacanis
一位多才多艺的美国互联网企业家、天使投资人和播客主持人,投资过多家知名初创公司,并主持多个影响广泛的播客节目。
Topics
Jason Calacanis:就常春藤盟校的反犹太主义听证会,他质疑这些大学的回应,并认为在校园里高喊种族灭绝的口号并追赶学生属于欺凌和骚扰行为。他认为这些大学在言论自由问题上存在双重标准。 Chamath Palihapitiya:他认为常春藤盟校的校长们在言论自由问题上虚伪,因为他们的行为与言论不符。他认为常春藤盟校对犹太学生采取了双重标准,这种区别对待源于觉醒的认同政治,将犹太人归类为压迫者群体。他认为许多捐赠者开始意识到觉醒的认同政治的弊端,并预测会有更多美国犹太人转向右派。 David Friedberg:他认为国会代表应该直接询问大学校长,如果针对其他族裔群体发表类似威胁性言论,他们是否会做出不同的判断。他认为大学校长在处理言论自由问题上存在两难困境,因为他们需要平衡不同群体的观点。他试图解释为什么一些聪明人会在这种问题上做出错误的判断,并认为这种行为与波士顿茶党事件类似,都是反抗压迫的行为。 David Sacks:他认为大学校长在回应中失去了道德准则,大学的资产管理业务扭曲了其教育使命,未能教授基本的道德准则。他认为大学校长在回应中表现出的言辞技巧是不可接受的。他认为大学排名机制导致大学过度关注资产管理,忽略了教育使命。 他认为许多犹太人开始意识到左派不再是他们的归宿,并认为左派不再追求颜色平等,而是强调身份认同群体,这使得犹太人感到疏离。

Deep Dive

Chapters
The House Education Committee questioned Ivy League university presidents about antisemitism on their campuses. The presidents' responses sparked controversy, particularly their reluctance to condemn chants calling for genocide. This discussion explores the complexities of free speech, woke ideology, and the role of donors in shaping university policies.
  • University presidents struggled to define whether calls for genocide violated campus codes of conduct.
  • The Ivy League has a poor record on free speech according to the FIRE survey.
  • Woke identity politics categorizes Jews as an oppressor group, leaving them vulnerable to antisemitism.
  • Donors are expressing concern over the universities' handling of antisemitism.
  • The hosts emphasize the importance of open dialogue and allowing diverse viewpoints.

Shownotes Transcript

(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

Follow the besties:

https://twitter.com/chamath)

https://twitter.com/Jason)

https://twitter.com/DavidSacks)

https://twitter.com/friedberg)

Follow Tucker:

https://twitter.com/TuckerCarlson)

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://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)