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E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
All-In with Chamath, Jason, Sacks & Friedberg
The Fed's Actions Influence Buying Behavior
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Every software company I know is reforcasting down. Customers are consolidating vendors, sharpening their pencils. Seed expansion has been replaced with seed contraction. The headwind on revenue is harder now to sell software than it was a year ago. So basically the Co2 conference went from bullshit to dog shit.
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