Topics & People

The potential negative impact on mergers and acquisitions activity caused by prolonged and arbitrary regulatory reviews, like the 15-month delay in the Adobe-Figma deal. This uncertainty discourages both buyers and targets from pursuing deals, which are crucial for startup ecosystem liquidity.

Adobe
Organization

A legacy creative software giant encountering friction as highly efficient generative AI tools compress software TAM.

Suez Canal
Location

A critical artificial sea-level waterway in Egypt that serves as a major chokepoint for global trade between Asia and Europe, which is being bypassed due to the Red Sea attacks.

A multinational security initiative announced by the United States to respond to Houthi-led attacks on shipping in the Red Sea and restore the flow of trade.

The interruption of international commerce flows, discussed in the context of the Houthi attacks in the Red Sea and congestion in the Panama Canal, impacting global supply chains and prices.

Houthi movement
Organization

An Iranian proxy group in Yemen attacking commercial shipping lanes.

Former mayor of New York City and lawyer for Donald Trump. He is a central figure in the Georgia RICO case and is seen as the next target for prosecutors to 'flip' against Trump.

The rapidly growing US national debt, highlighted by David Sachs as the worst trend of 2023, describing it as a bipartisan problem getting worse under the Biden administration.

A shift in the startup mindset from prioritizing rapid growth funded by venture capital to achieving sustainable profitability and positive cash flow early in the company's lifecycle.

A social trend identified by David Sachs as the 'best trend of 2023,' representing a pushback against DEI and a return to meritocratic ideals.

Large Language Models that can be run on local machines, disconnected from the internet, highlighted by David Friedberg as the best new tech of 2023 for enabling continued AI development away from government regulation.

A bank that collapsed in 2023, named one of the worst companies by Chamath Palihapitiya for poor risk management that imperiled the tech industry.