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E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
All-In with Chamath, Jason, Sacks & Friedberg
Supply Chain Disruption
The pandamic has e ended. I think it's over for people, but i'm most concerned about the reverberation in supply chains. We've never had supply chain disruption like we're seeing right now. And what'll happen is, this quarter and next quarter, business is that you didn't realize are going to get hit with supply chain problems.
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