Questioning Zerp Deal
David expresses skepticism about the motivations behind the Zerp deal, arguing that the reasons presented are not as clear-cut as some might think. He insists that these reasons require a robust defense and ultimately concludes that they are not convincing. This critical perspective invites listeners to reconsider the narrative surrounding the deal.In this clip
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E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
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