All-In with Chamath, Jason, Sacks & Friedberg

E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen

May 24, 2022

59:52

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Highlights

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Episode notes

The Problem With the Capital Markets

02:48

What's Going to Happen With the Capital Markets?

02:31

What's Happening in China?

04:09

Introduction

5min

Taking a Western Concept and Using It in China

2min

East Meets West - And That Collaboration Can Make Us All Better

5min

What Kind of Fosters Innovation?

5min

What Does Our Rival Most Not Understand About Us?

3min

Can We Conduct in English or Mandarin?

2min

What's Going to Happen With the Capital Markets?

3min

What's Happening in China?

4min

Is There Something in the Five Year Plans?

2min

10.

The Disruptors List

2min

11.

Flexboard - The Future of Supply Chain Management

2min

12.

Flexbord, Is It Good for Your Business?

3min

13.

Supply Chains

2min

14.

Fast Fashion

2min

15.

How Long Does It Take to Get Your Goods to You?

3min

16.

You Take It or You Pay for It?

3min

17.

The Problem With the Capital Markets

3min

18.

What's the Goal of a Company's Culture?

3min

19.

Flexport

3min

20.

China's Biggest Challenge

3min

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

Follow the guests:

https://twitter.com/clairethielke

https://twitter.com/typesfast

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: