All-In with Chamath, Jason, Sacks & Friedberg

E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO)

Feb 5, 2022

Ryan Petersen, CEO of Flexport, brings his expertise on global logistics to the forefront. He dissects the ongoing supply chain crisis, pinpointing labor shortages and infrastructure issues as major factors. The trio then delves into Facebook's struggles with its Metaverse strategy, questioning its financial viability. They touch on the ramifications of Joe Rogan's platform and the evolving landscape of free speech. Finally, they analyze Xi Jinping and Putin's alliance, contemplating its geopolitical implications and what it means for U.S. strategy.

01:38:56

Creator website

Episode guests

Ryan Petersen

AI Chapters

Episode notes

Intro

2min

Fashion, Supply Chains, and COVID Challenges

8min

Navigating Supply Chain Turbulence

11min

Presidential Influence on Union Negotiations and Supply Chain Management

2min

Navigating Supply Chain Complexities

13min

Navigating Maritime Emissions and Supply Chain Challenges

11min

Navigating Tech Turbulence

7min

Strategic Missteps in a Down Market: A Focus on PayPal

2min

The VR/AR Showdown: Assessing Tech Giants' Innovations

2min

10.

Tech Ecosystems and Competitive Dynamics

11min

11.

Social Media, Free Speech, and Political Dynamics

18min

12.

Navigating the Complexities of Science and Authority

2min

13.

Divided Responses: COVID-19 and Geopolitical Dynamics

11min

0:00 Sacks' shining moment

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/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg