The speakers discuss the impact of asymmetry of warfare, where inexpensive tools used by adversaries can cause significant damage. They explore the lack of risk tolerance and the dilemma of whether to take action in the face of escalating war provocation. Additionally, they delve into the concept of guerrilla warfare using hypersonic missiles.
(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:
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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
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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
