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2:34 Bestie Guestie Ryan Petersen joins to break down the supply chain situation: core issues, solutions, things to look out for
45:49 $FB's major pullback: causes, headwinds, and why going all-in on the Metaverse might have been a "frothy market mistake"
55:28 Breaking down the competition in the "XR Wars": Meta, Apple, Microsoft and Google; why a phone might have been a better $10B/year bet for Facebook, Google's strategic brilliance
1:09:14 Spotify's Joe Rogan situation: positions, speech rights, division amongst free speech
1:23:08 Reflection on Baby Boomers' transition from radically free speech and anti-government to authoritarian, misinformation changing over time, using science to discredit science
1:30:10 Xi Jinping and Putin are deepening their relationship: what does this mean for the world, and how should the US strategically respond?
Follow the besties:
https://twitter.com/DavidSacks
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.google.com/finance/quote/INGR:NYSE
https://twitter.com/typesfast/status/1451543776992845834
https://www.google.com/finance/quote/FB:NASDAQ
https://www.cnbc.com/2022/02/02/meta-reality-labs-reports-10-billion-loss.html
https://www.google.com/finance/quote/PYPL:NASDAQ
https://www.google.com/finance/quote/SNAP:NYSE
https://twitter.com/GavinSBaker/status/1462831115572596744
https://www.google.com/finance/quote/NFLX:NASDAQ
https://www.google.com/finance/quote/AMZN:NASDAQ
https://twitter.com/DavidSacks/status/1489321225520238592
https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list
https://www.nytimes.com/2022/01/26/arts/music/spotify-neil-young-joe-rogan.html
https://twitter.com/ggreenwald/status/1488252747489202181
https://twitter.com/ggreenwald/status/1489258034865971205
https://www.thewrap.com/tucker-carlson-liberal-viewership-fox-news
https://twitter.com/echeloninsights/status/1487118055582965762
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Listen to the best highlights from the podcasts you love and dive into the full episode