E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.2 • 7.1K Ratings
🗓️ 24 May 2022
⏱️ 60 minutes
🧾️ Download transcript
Summary
This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
0:00 Claire Cormier Thielke's AIS talk: "Tomorrowland: China Placemaking and the Future of Innovation"
17:40 Claire takes Q&A with the Besties + Ryan Petersen: Understanding the China/US rivalry
24:08 How the Evergrande debt situation impacts the greater Chinese real estate industry, China's still-nascent middle class, How China is subsidizing its negative birth rate
34:30 Ryan Petersen breaks down Flexport's business, the tumultuous past few years, and how DTC might be in major trouble
46:34 Asset-heavy play as a hedge against the popular trend of asset-light, velocity vs. speed, Flexport.org's humanitarian relief shipping, China's influence
Follow the guests:
https://twitter.com/clairethielke
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
Transcript
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| 0:00.0 | We're really excited to have Claire with us. |
| 0:02.1 | Come on, I'm Claire. |
| 0:03.6 | Are you here? |
| 0:04.6 | All right. |
| 0:05.3 | What are we? |
| 0:06.1 | Welcome Claire. |
| 0:07.4 | What will we be talking about today? |
| 0:10.1 | We're going to be talking about China. |
| 0:12.2 | You know? |
| 0:12.8 | Just as everything has been all spicy. |
| 0:15.0 | Well, yeah, well, just again, we're |
| 0:16.6 | trying to make today about just easy breezy topics |
| 0:20.0 | that the most easiest things to manage. |
| 0:22.1 | So we armaments, Ukraine, let's go to China. |
| 0:26.3 | Sure. |
| 0:27.2 | Please welcome Claire. |
| 0:28.1 | Thank you. |
| 0:31.0 | I love you. |
| 0:32.6 | You're like your winner's ride. |
| 0:35.6 | Rainman, David's side. |
| 0:37.5 | I'm going to win all of you. |
| 0:40.0 | And I said, we open-source it to the fans. |
... |
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