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E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
All-In with Chamath, Jason, Sacks & Friedberg
You Take It or You Pay for It?
You can't forecast demand accurately for these long lead time categories that are highly capex intensive, sot its, mining or whether a chipping. Flexbort was the first ever to sign a multi year contract where we commit we will pay for this freightwhether or not we ship anything,. We're goin o, we'regoingo pay up. That takes an infa structure on land to be able to get itbeings. And and you ask ha little bit air freight. Whats can hapen there? We'll remember a 50 % of all the world's air freight flies in the belly of passenger planes. There's waless people travelling to and from asia than there
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