The All-In Podcast episode 96 features Jason Calacanis, David Sacks, and Chamath Palihapitiya discussing Adobe's acquisition of Figma for $20 billion, analyzing the deal's implications for Adobe, the SaaS market, and antitrust considerations. They delve into Figma's impressive ARR growth, Adobe's potential strategic moves, and the broader challenges faced by large companies in adapting to cloud-based, collaborative tools. The conversation shifts to Friedberg's SPAC merger with Lavoro, an agricultural inputs retailer in Brazil, highlighting the importance of resilient food supply chains. Finally, they address concerns about global famine, the war in Ukraine, and the potential economic impacts of rising interest rates and geopolitical tensions, with varying degrees of optimism.
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