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

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

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

Avsnitt(370)

E9: Trump has COVID, First debate reactions, Coinbase letter response & more

E9: Trump has COVID, First debate reactions, Coinbase letter response & more

Follow the crew: 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/...

3 Okt 20201h 7min

E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021 & beyond, California wildfires & more

E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021 & beyond, California wildfires & more

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://bio.fm/the...

19 Sep 20201h 24min

E7: California's collapse, how SPACs are opening the markets for growth stocks & more

E7: California's collapse, how SPACs are opening the markets for growth stocks & more

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://bio.fm/the...

9 Sep 20201h 16min

E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more

E6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://bio.fm/the...

31 Juli 20201h 34min

E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing America's efficiency

E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing America's efficiency

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://bio.fm/the...

11 Juli 20201h 32min

E4: Politicizing the pandemic, Police reform, Biden's ideal VP, Twitter vs. Facebook on free speech & more with David Sacks & David Friedberg

E4: Politicizing the pandemic, Police reform, Biden's ideal VP, Twitter vs. Facebook on free speech & more with David Sacks & David Friedberg

Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason https://linktr.ee/calacanis 0:01 Jason checks in on Chamath, Sacks & Friedberg, opening up their social circles, o...

20 Juni 20201h 18min

E3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg

E3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg

Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason https://linktr.ee/calacanis 0:01 Jason & Chamath intro David Sacks & David Friedberg 1:15 Everybody gives their ...

21 Maj 20201h 6min

E2: Rebooting the economy, understanding corporate debt, steps to avoid a depression & more with David Sacks

E2: Rebooting the economy, understanding corporate debt, steps to avoid a depression & more with David Sacks

Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason https://linktr.ee/calacanis 0:01 Jason & Chamath catch us up on their quarantines 1:20 Chamath intros David Sacks...

11 Apr 20201h 13min

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