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cover of episode E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more

E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more

2021/3/27
logo of podcast All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

AI Deep Dive AI Chapters Transcript
People
C
Chamath Palihapitiya
以深刻的投资见解和社会资本主义理念而闻名的风险投资家和企业家。
D
David Sacks
一位在房地产法和技术政策领域都有影响力的律师和学者。
Topics
Chamath Palihapitiya: 本期节目一开始就讨论了关于创业导师选择的投票结果,Chamath Palihapitiya调侃自己在投票中获胜,并以此引出了创业公司选择导师的重要性,以及自己获胜的策略。他还谈到了与比自己富有和更有权势的朋友交往的策略。 David Sacks: David Sacks对Chamath Palihapitiya关于通货膨胀的观点提出了质疑,并列举了1979年的经济困境,认为经济衰退更容易导致相对平等,因为每个人都变得贫穷。他还强调关注经济增长、实际工资增长和贫困人口数量,而不是仅仅关注不平等。

Deep Dive

Chapters
The hosts debate the potential effects of inflation, discussing its impact on different income groups and drawing parallels to the economic climate of the 1970s. Chamath presents a view that inflation can benefit lower income groups by increasing consumption, while David Sacks argues that the economic woes of 1979 highlight the dangers of runaway inflation.
  • Inflation is driven by volume of activity and consumption.
  • The lower 60% of the income distribution generally consume more than they earn.
  • Inflation can benefit lower income groups by increasing their consumption power.
  • 1979 experienced a severe recession, high inflation, and high unemployment.
  • The Gini index doesn't fully account for government transfers and social safety nets.

Shownotes Transcript

Sacks' Inflation Deck:

https://docs.google.com/presentation/d/1vBeh__Kyf57jfhWPOQXaU64VdLaowQBAHwXjBzuVSPs/edit?usp=sharing)

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)

Referenced in the show:

Tweets

https://twitter.com/davehclark/status/1375045409542823939)

https://twitter.com/BernieSanders/status/1374901873484967938)

https://twitter.com/Mat_Yarger/status/1374212541367345155)

https://twitter.com/Mat_Yarger/status/1375163739759116297)

https://twitter.com/Jason/status/1375488265915002883)

https://twitter.com/chamath/status/1375244032230625281)

https://twitter.com/DavidSacks/status/1375283834711777282)

https://twitter.com/chamath/status/1375484528559448064)

Bitclout

https://rb.gy/sjtjzy)

Show Notes:

0:00 Besties get ready to rumble & discuss recent Twitter polls

7:25 Debating inflation, Sacks presents his deck

37:20 Amazon social team goes on the offensive, Facebook's regulatory capture play around content moderation

48:42 Suez Canal, rethinking our centralized infrastructure & supply chain risk management, infrastructure bill concerns

1:00:18 Microsoft in talks to buy Discord for $10B, Sacks on SaaS exits from Yammer experience

1:02:49 Poker talk, going to the movies, Disneyland, EU incompetence