All-In with Chamath, Jason, Sacks & Friedberg E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
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Dec 23, 2023 
Ryan Peterson, Founder and CEO of Flexport, dives into the recent disruptions in global trade due to Houthi missile attacks in the Red Sea, detailing their far-reaching economic impacts. He contrasts current shipping challenges with those experienced during COVID. The discussion also touches on significant M&A failures like Adobe's canceled acquisition of Figma, the changing landscape of startup funding toward profitability and smaller exits, and the groundbreaking class action lawsuits reshaping residential real estate.
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Chairman Dictator
- Chamath Palihapitiya's title on All-In Podcast upgraded to Chairman Dictator.
- Jason Calacanis jokes about wanting to become a billionaire through the show's success.
Red Sea Disruption
- Houthi attacks in Red Sea disrupt global trade, forcing ships to reroute.
- This impacts oil/gas prices and increases shipping times/costs, similar to COVID.
Impact on Shipping
- Ryan Petersen explains that the Red Sea disruption cuts shipping capacity by 20-25%.
- It increases shipping prices, but not as drastically as during COVID due to stable demand.