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All-In with Chamath, Jason, Sacks & Friedberg

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

Business, Technology, Entrepreneurship

4.010.4K Ratings

🗓️ 5 February 2022

⏱️ 99 minutes

🧾️ Download transcript

Summary

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

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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