E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO)
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.0 • 10.4K Ratings
🗓️ 5 February 2022
⏱️ 99 minutes
🧾️ Download transcript
Summary
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?
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Intro Music Credit:
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://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.google.com/finance/quote/PYPL:NASDAQ
https://www.google.com/finance/quote/SNAP:NYSE
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://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
Transcript
Click on a timestamp to play from that location
| 0:00.0 | The fact that Sacks' greatest moment in life was beating Peter Tiel in a multi-game |
| 0:05.1 | chast. |
| 0:06.1 | You ever see that picture of him with his arms raised and Sacks can't believe he beat Pete. |
| 0:12.0 | I mean, tell us about that moment. |
| 0:13.3 | Nick, show that picture of Sacks. |
| 0:14.4 | I mean, listen, here's what I say. |
| 0:16.4 | When I saw that picture, I had a couple thoughts. |
| 0:19.2 | Number one, I've seen this picture somewhere else. |
| 0:23.0 | And then number two was, oh my God, it was on NBC's to catch a predator. |
| 0:29.3 | I mean, I have never seen Sacks happier. |
| 0:32.4 | I like the birth of his children. |
| 0:34.0 | Oh my God. |
| 0:35.0 | I was in comparison to this moment. |
| 0:36.2 | I'll tell you, that was the day of PayPal's IPO. |
| 0:38.5 | And so we did a party in the, it was like a keg party in the parking lot. |
| 0:41.9 | That was the extent of the celebration. |
| 0:43.9 | And Peter did a 10-year-old off. |
| 0:46.0 | Yeah, he did a 10-game simultaneous, which means he's playing against type people at the |
| 0:50.1 | same time and he goes board to board and makes his move. |
| 0:52.2 | And I was the only one out of the 10-the-beat him. |
| 0:54.5 | And somebody, I guess I put a lot of shit on the left. |
| 0:57.0 | I put money down. |
... |
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