YouTube05 Feb 2022
1h 38m

E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen

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All-In Podcast

The All-In Podcast episode features Jason Calacanis, Chamath Palihapitiya, David Sacks, and David Friedberg, with Ryan Petersen from Flexport joining as a guest to discuss the state of the supply chain. The conversation begins with a lighthearted discussion about a photo of David Sacks beating Peter Thiel in chess. The main discussion revolves around the challenges and potential solutions for the current supply chain crisis, including labor issues, port inefficiencies, and the impact of COVID-19. They also discuss the potential for a recession due to over-ordering and the shift from goods to services consumption. The conversation shifts to Facebook's rebranding as Meta and its future prospects in the VR/AR space, as well as the Joe Rogan-Spotify controversy and the broader implications for free speech and censorship. Finally, they discuss the growing alliance between China and Russia and its implications for the US-led world order.

Outlines

Part 1: Supply Chain Crisis

Part 2: Facebook's Stock Drop & VR/AR

Part 3: Free Speech & Geopolitics

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