All-In with Chamath, Jason, Sacks & Friedberg E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A
Oct 16, 2021
Dive into dynamic discussions on supply chain disruptions and their economic ripples, particularly in the auto industry due to microchip shortages. The hosts navigate the complex landscape of rising interest rates and tech stocks while advocating for a more strategic approach to immigration policy. They tackle the tensions surrounding cancel culture, Artistic freedom, and the varied reception of media content. Plus, laughter ensues over personal milestones, luxury adventures, and a bourbon banter that showcases their camaraderie amidst serious topics.
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Labor Shortage and Inflation
- The labor shortage is causing a sustained increase in wages, impacting prices.
- This is not a temporary contraction but a fundamental shift in the labor market.
Tesla Delivery Delays
- David Sacks ordered a Tesla and experienced a four-month delay due to supply chain issues.
- Traditional American auto companies are facing even greater impacts than Tesla.
Union Impact on Ports
- Unions, particularly at ports, contribute to the supply chain crisis by limiting operations.
- Biden's call for 24/7 port operations has not yet resulted in concrete action due to union negotiations.
