Japan, and the eighties, had a moment where everything came together for that country. China is on the prec precipice of this because of this one china policy. The orbanization trend of folks consolidating to the cities really can't be overstated. If you haven't read doll's latest book, in changing world order, there's actually a great you read it.
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