E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move | All-In with Chamath, Jason, Sacks & Friedberg | Podwise
This podcast episode examines the financial performance of Stripe and Adyen, the impact of AI on various industries, and the challenges of the Ukraine conflict. It also discusses the strategies of targeting enterprise vs SMB customers in the SaaS industry and the role of AI in replacing human moderators. Additionally, it analyzes Victoria Newland's involvement in backing an insurrection in Ukraine and the potential of po, a new AI chatbot. Overall, the episode delves into the complexities of the business world, highlighting the importance of adapting to technological advancements, market changes, and geopolitical events.
