All-In with Chamath, Jason, Sacks & Friedberg

E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more

Sep 17, 2022

01:31:31

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Highlights

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Episode notes

The CEO and the Team and the Investors of Figma

00:38

Figma was a late bloomer

01:19

Maos Is a Bundle Under a Waldewall Enterprise License

01:29

The Cost of Capital in Adobe

01:51

Introduction

3min

Adobe - Is Adobe Paying 50 Times Top Line Revenue?

4min

Is Adobe Photoshop Making a Bad Deal?

3min

The CEO and the Team and the Investors

5min

Adobe's Creative Cloud

2min

Cloud Is Reimagining My Market

3min

The Power of the Bundling

2min

Is Adobe a Freeberg?

2min

Photoshop Is a Design Tool That Can Turn Anyone Into a Creator

3min

10.

Do You Think Canva Should Go Public or Sell?

3min

11.

Do You Really Care About This Adobe Figma Thing?

2min

12.

Should Adobe Change the Pricing of Figma?

4min

13.

I Think That Adobe Is Going to Be Forced to Find a Way in Short Order to Create Increasive Cashflow and That Will Have Huge Ramifications

2min

14.

Adobe's Commitment to Letting Them Run Independently

2min

15.

What Google Does So Well With Youtube?

3min

16.

2min

17.

The Revenue Share of Google and Google Inc.

3min

18.

The Only Hard Round to Invest in a Startup

2min

19.

Is There a Market for Your Product? Is That a Good Idea? Or Is It a Bad Idea?

2min

20.

Global Food Supply Chains and Increasing Famine Risk

3min

21.

Spac

3min

22.

Ag Retail Is So Important for Ag Technology

1min

23.

Is Nutrient a Public Market?

2min

24.

All Agri Commodities Around the World Trade in Dollars and So What Do You Think About That?

2min

25.

Is the Supreme Court Going After Title Six?

2min

26.

The Gay Marriage Bill Is Not Going to Be Put to a Vote

2min

27.

Fedex Stock Drops 25 as Much as 25 Percent

2min

28.

The FedEx FedEx Data Point Was a Head Scratcher

3min

29.

FedEx Is Saying We're in a Global Recession

2min

30.

I Don't Think We're in a Recession Yet.

3min

31.

Do You Think the Russians Screwed Up the Negotiations?

3min

32.

Are We Gonna Have Global Famine?

2min

33.

Global Supply Chains and Food Security

2min

34.

Do You Think We Can Manage This?

1min

35.

The Ukraine Crisis

2min

36.

Are You Optimistic About Inflation?

3min

37.

Is the 30-Year Fixed Mortgage Really Going to Be Choppy?

3min

38.

Dolly Land Exhibit at the Same Regis Hotel

2min

0:00 Bestie intro!

0:59 Adobe agrees to acquire Figma for $20B

19:21 How Adobe might bundle Figma, regulatory implications

38:59 Analyzing Google's "one off" acquisition of YouTube

49:33 Friedberg breaks down the latest TPB SPAC news

1:00:37 Pfizer sued for Title VI violation, substantial legislation change in 2022

1:05:07 FedEx drops after CEO says we're in a global recession, Russia/Ukraine update, UN chimes in on global famine

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

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.google.com/finance/quote/ADBE:NASDAQ

https://www.figma.com/blog/a-new-collaboration-with-adobe

https://www.cnbc.com/2022/09/15/fedex-ceo-says-he-expects-the-economy-to-enter-a-worldwide-recession.html

https://justthenews.com/government/courts-law/pfizer-sued-racial-bias-over-minorities-only-fellowship

https://twitter.com/LizAnnSonders/status/1570711614277419009

https://www.nytimes.com/2022/09/13/us/politics/ukraine-russia-pentagon.html

https://www.reuters.com/world/asia-pacific/exclusive-war-began-putin-rejected-ukraine-peace-deal-recommended-by-his-aide-2022-09-14/

https://www.axios.com/2022/09/16/un-345-million-starvation-risk-ukraine-war-worsens-crisis

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All-In with Chamath, Jason, Sacks & Friedberg

E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more

The CEO and the Team and the Investors of Figma

Figma was a late bloomer

Maos Is a Bundle Under a Waldewall Enterprise License

The Cost of Capital in Adobe

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
podcast app

AI-powered
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highlights

Save any
moment

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& Export

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Discover
highlights