Taking a Western Concept and Using It in China

2min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

In greater chinao, people are left to rent from an individual landlord and pay a deposit that's enormous. And so how do you combine those things together to create something that doesn't exist? You see up behind me a a logistics building, but it's actually six stories high, something we're developing. That building will be sitting within a forty five minute driving radius to forty five million people. Yet, china only has a quarter of the cold storage capacity per capita that the us Does.

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

https://twitter.com/typesfast

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: