(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:
https://twitter.com/chamath)
https://twitter.com/Jason)
https://twitter.com/DavidSacks)
https://twitter.com/friedberg)
Follow Ryan:
https://twitter.com/typesfast)
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://www.flexport.com)
https://www.wionews.com/world/wont-stop-fighting-netanyahu-rules-out-ceasefire-until-hamas-elimination-671867)
https://www.figma.com/blog/figma-adobe-abandon-proposed-merger)
https://www.reuters.com/markets/deals/illumina-divest-cancer-test-maker-grail-2023-12-17)
https://www.google.com/finance/quote/ADBE:NASDAQ)
https://www.saasgrid.com)
https://www.housingwire.com/articles/missouri-jury-finds-nar-brokerages-guilty-of-conspiring-to-inflate-commissions)
https://www.wsj.com/personal-finance/real-estate-buying-home-charts-6dc40caa)
https://www.msn.com/en-us/money/realestate/real-estate-commissions-could-be-the-next-fee-on-the-chopping-block/ar-AA1irqIV)
https://www.redfin.com/guides/how-to-sell-your-home-without-an-agent-fsbo)
https://apnews.com/article/trump-insurrection-14th-amendment-2024-colorado-d16dd8f354eeaf450558378c65fd79a2)
https://www.nytimes.com/2022/04/02/us/politics/merrick-garland-biden-trump.html)
https://cafe.com/cafe-insider-feed)
https://www.lawfaremedia.org/podcasts-multimedia/podcast/the-lawfare-podcast)
