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E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest
All-In with Chamath, Jason, Sacks & Friedberg
Supply Chain Issues in the Hardware Industry
Inventories are a strong indication that there were real issues right now with inventories. I have several businesses in the hardware space that are actively searching and frantically trying to find components, suppliers, specific parts. Even basic raw materials like aluminum are very hard to get hold of. And as we saw with amazon recently and others, an a just said that they're expecting, i think, close to a ten billion dollar hit this quarter because of supply chain issues.
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