You Take It or You Pay for It?

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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

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

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