E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO)
Show notes
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 Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.google.com/finance/quote/INGR:NYSE https://www.forbes.com/sites/stevebanker/2021/04/23/walmarts-massive-investment-in-a-supply-chain-transformation/?sh=41a6b18340ed https://www.cnbc.com/2022/01/20/peloton-to-pause-production-of-its-bikes-treadmills-as-demand-wanes.html https://twitter.com/typesfast/status/1451543776992845834 https://www.google.com/finance/quote/FB:NASDAQ https://www.cnbc.com/2022/02/02/meta-reality-labs-reports-10-billion-loss.html https://www.cnbc.com/2022/02/02/facebook-says-apple-ios-privacy-change-will-cost-10-billion-this-year.html https://www.google.com/finance/quote/PYPL:NASDAQ https://www.google.com/finance/quote/SNAP:NYSE https://www.cnbc.com/2022/02/03/facebook-and-google-stocks-have-diverged-and-the-reason-is-apple.html https://twitter.com/GavinSBaker/status/1462831115572596744 https://www.google.com/finance/quote/NFLX:NASDAQ https://www.google.com/finance/quote/AMZN:NASDAQ https://twitter.com/DavidSacks/status/1489321225520238592 https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list https://www.nytimes.com/2022/01/26/arts/music/spotify-neil-young-joe-rogan.html https://www.theverge.com/2022/2/3/22915456/spotify-ceo-joe-rogan-daniel-ek-town-hall-speech-platform-podcast https://www.dailymail.co.uk/news/article-10475473/Barack-Michelle-Obama-preparing-shop-new-podcast-partner-amid-outcry-Joe-Rogan.html https://www.washingtonpost.com/arts-entertainment/2022/02/02/spotify-rogan-white-house-covid-misinformation https://twitter.com/ggreenwald/status/1488252747489202181 https://twitter.com/ggreenwald/status/1489258034865971205 https://www.thewrap.com/tucker-carlson-liberal-viewership-fox-news https://twitter.com/echeloninsights/status/1487118055582965762 https://twitter.com/MonmouthPoll/status/1488180589505167372 https://www.wsj.com/articles/russias-vladimir-putin-meets-with-chinese-leader-xi-jinping-in-beijing-11643966743 https://www.voltairenet.org/article215540.html
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Analysis: done · source seed