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E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO)
All-In with Chamath, Jason, Sacks & Friedberg
Is the Backlog Getting Longer and Longer?
Supply chain problems have backed up to effect. It's now taking a hundred and 15 days on average across our customer base, from when the factory hay, these goods are ready come pick them up,. When they finally get delivered bywarehouse in the united states. The biggest thing i'm concerned about is when the revenue shortfalls start to hit the companies that are dependent on these supply chains. You don't actually see their revenue shortfall for a couple of quarters after the supply chain blems hit them. So i'm really worried that were gong to find out in some time in the future here that people have ordered too many goods at high demand.
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