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E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO)

2022/2/5

All-In with Chamath, Jason, Sacks & Friedberg

AI Deep Dive AI Chapters Transcript

People

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。

David Friedberg

美国企业家、商人和天使投资者，创立并领导了The Climate Corporation和The Production Board。

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。

Ryan Petersen

Topics

Ryan Petersen：全球供应链面临严重中断，其根源在于疫情导致的消费行为转变、基础设施老化以及港口低效运作，尤其中国的"清零"政策加剧了问题。积压问题依然严重，延迟持续加长，企业面临过度订购风险，中小型零售企业尤其脆弱。短期内难以解决，需要政府采取多方面措施，包括改进港口效率、解决劳资纠纷以及应对IMO的碳排放规定。 David Sacks：大型企业通过整合供应链应对供应链问题，而小型企业则面临更大挑战，未来整合供应链可能成为竞争优势。 Chamath Palihapitiya: 大型企业整合供应链以应对危机，小型企业面临更大挑战。未来整合供应链或成竞争优势。政府应关注并解决问题，避免进一步恶化。

Deep Dive

Chapters

Ryan Petersen, Flexport CEO, discusses the supply chain crisis, its causes, and potential solutions. He emphasizes the importance of modernizing ports and the role of government in addressing regulatory and union issues.

The pandemic caused a shift in consumer behavior, increasing demand for goods.
Outdated infrastructure and labor issues contribute to supply chain delays.
Potential union strikes could worsen the situation.
There is a need for government intervention to modernize ports and improve efficiency.
The shipping industry faces new challenges with upcoming carbon emission regulations.

Shownotes Transcript

0:00 Sacks' shining moment 2:34 Bestie Guestie Ryan Petersen joins to break down the supply chain situation: core issues, solutions, things to look out for

45:49 $FB's major pullback: causes, headwinds, and why going all-in on the Metaverse might have been a "frothy market mistake"

55:28 Breaking down the competition in the "XR Wars": Meta, Apple, Microsoft and Google; why a phone might have been a better $10B/year bet for Facebook, Google's strategic brilliance

1:09:14 Spotify's Joe Rogan situation: positions, speech rights, division amongst free speech

1:23:08 Reflection on Baby Boomers' transition from radically free speech and anti-government to authoritarian, misinformation changing over time, using science to discredit science

1:30:10 Xi Jinping and Putin are deepening their relationship: what does this mean for the world, and how should the US strategically respond?

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)