E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A
All-In with Chamath, Jason, Sacks & Friedberg
Show Notes:
00:00 Cold Open
01:19 Titles
01:01 Intro Banter
04:24 Supply chain, labor shortage,
34:04 Taiwan
43:14 Sacks Desantis
47:00 Dave Chappelle
01:08:24 FDA
01:23:27 Question 1
01:27:08 Question 2
Follow the besties:
Follow the pod:
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
Statista - The U.S. Car Models Most Impacted By The Microchip Shortage
Zack Kanter on Twitter - "The "supply chain crisis" is a clever rebrand"
Naithan Jones on Twitter - NFTs
Daily Breeze - No start date for 24/7 operations at Port of LA
LA Daily News - Port of LA to go to 24/7 operations, Biden announces
Nikkei Asia - TSMC announces plans to build first chip plant in Japan
St. Louis Fed - Total Public Debt as Percent of Gross Domestic Product
Forbes - Druckenmiller Blasts Fed's 'Radical' Stimulus Policy
David Sacks on Twitter - Desantis Dinner
Variety - Ted Sarandos Doubles Down
The Light of Other Days by Arthur C. Clarke
CFTC Orders Tether and Bitfinex to Pay Fines Totaling $42.5 Million
Raw Description
<p>Show Notes:</p> <p>00:00 Cold Open</p> <p>01:19 Titles</p> <p>01:01 Intro Banter</p> <p>04:24 Supply chain, labor shortage, </p> <p>34:04 Taiwan</p> <p>43:14 Sacks Desantis</p> <p>47:00 Dave Chappelle</p> <p>01:08:24 FDA</p> <p>01:23:27 Question 1</p> <p>01:27:08 Question 2</p> <p> </p> <p>Follow the besties: </p> <p><a href="https://twitter.com/chamath" target="_blank" rel= "noopener">https://twitter.com/chamath</a></p> <p><a href="https://linktr.ee/calacanis" target="_blank" rel= "noopener">https://linktr.ee/calacanis</a></p> <p><a href="https://twitter.com/DavidSacks" target="_blank" rel= "noopener">https://twitter.com/DavidSacks</a></p> <p><a href="https://twitter.com/friedberg" target="_blank" rel= "noopener">https://twitter.com/friedberg</a></p> <p> </p> <p>Follow the pod:</p> <p><a href="https://twitter.com/theallinpod" target="_blank" rel= "noopener">https://twitter.com/theallinpod</a></p> <p><a href="https://linktr.ee/allinpodcast" target="_blank" rel= "noopener">https://linktr.ee/allinpodcast</a></p> <p> </p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl" target="_blank" rel= "noopener">https://rb.gy/tppkzl</a></p> <p><a href="https://twitter.com/yung_spielburg" target="_blank" rel="noopener">https://twitter.com/yung_spielburg</a></p> <p> </p> <p>Intro Video Credit:</p> <p><a href="https://twitter.com/TheZachEffect" target="_blank" rel= "noopener">https://twitter.com/TheZachEffect</a></p> <p> </p> <p>Referenced in the show:</p> <p><a href= "https://www.statista.com/chart/24969/vehicles-taken-out-of-production-due-to-microchip-shortages"> Statista - The U.S. Car Models Most Impacted By The Microchip Shortage</a></p> <p><a href= "https://twitter.com/zackkanter/status/1447376938805432321"> Zack Kanter on Twitter - "The "supply chain crisis" is a clever rebrand"</a></p> <p><a href= "https://twitter.com/NaithanJones/status/1448989717756850179"> Naithan Jones on Twitter - NFTs</a></p> <p><a href= "https://www.dailybreeze.com/2021/10/14/no-timetable-yet-for-port-of-las-24-7-operations-but-talks-ramping-up-officials-say/"> Daily Breeze - No start date for 24/7 operations at Port of LA</a></p> <p><a href= "https://www.dailynews.com/2021/10/13/biden-to-announce-that-ports-of-la-long-beach-will-begin-24-hour-operation/"> LA Daily News - Port of LA to go to 24/7 operations, Biden announces</a></p> <p><a href= "https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-announces-plans-to-build-first-chip-plant-in-Japan"> Nikkei Asia - TSMC announces plans to build first chip plant in Japan</a></p> <p><a href= "https://fred.stlouisfed.org/series/GFDEGDQ188S">St. Louis Fed - Total Public Debt as Percent of Gross Domestic Product</a></p> <p><a href= "https://www.forbes.com/sites/jonathanponciano/2021/05/11/billionaire-investor-druckenmiller-blasts-feds-radical-stimulus-policy-warns-it-risks-stock-bubble-blowing-up/?sh=2a9866e82fe8"> Forbes - Druckenmiller Blasts Fed's 'Radical' Stimulus Policy</a></p> <p><a href= "https://twitter.com/DavidSacks/status/1447780027110617089"> David Sacks on Twitter - Desantis Dinner</a></p> <p><a href= "https://variety.com/2021/film/news/ted-sarandos-dave-chappelle-defense-1235088647/"> Variety - Ted Sarandos Doubles Down</a></p> <p><a href= "https://www.amazon.com/Light-Other-Days-Arthur-Clarke/dp/0312871996"> The Light of Other Days by Arthur C. Clarke</a></p> <p><a href= "https://www.cftc.gov/PressRoom/PressReleases/8450-21">CFTC Orders Tether and Bitfinex to Pay Fines Totaling $42.5 Million</a></p> <p><a href= "https://www.nbcnews.com/health/heart-health/adults-shouldnt-take-daily-aspirin-prevent-heart-attack-panel-says-rcna2869"> NBC - Most adults shouldn't take daily aspirin</a></p> <p><a href= "https://www.youtube.com/watch?v=626ZaH9ZuPs">Botched - Man Wins $100,000 Breast Implants Bet!</a></p>
Chapters (1/10)
Show Notes
Show Notes:
00:00 Cold Open
01:19 Titles
01:01 Intro Banter
04:24 Supply chain, labor shortage,
34:04 Taiwan
43:14 Sacks Desantis
47:00 Dave Chappelle
01:08:24 FDA
01:23:27 Question 1
01:27:08 Question 2
Follow the besties:
Follow the pod:
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
Statista - The U.S. Car Models Most Impacted By The Microchip Shortage
Zack Kanter on Twitter - "The "supply chain crisis" is a clever rebrand"
Naithan Jones on Twitter - NFTs
Daily Breeze - No start date for 24/7 operations at Port of LA
LA Daily News - Port of LA to go to 24/7 operations, Biden announces
Nikkei Asia - TSMC announces plans to build first chip plant in Japan
St. Louis Fed - Total Public Debt as Percent of Gross Domestic Product
Forbes - Druckenmiller Blasts Fed's 'Radical' Stimulus Policy
David Sacks on Twitter - Desantis Dinner
Variety - Ted Sarandos Doubles Down
The Light of Other Days by Arthur C. Clarke
CFTC Orders Tether and Bitfinex to Pay Fines Totaling $42.5 Million
Raw Description
<p>Show Notes:</p> <p>00:00 Cold Open</p> <p>01:19 Titles</p> <p>01:01 Intro Banter</p> <p>04:24 Supply chain, labor shortage, </p> <p>34:04 Taiwan</p> <p>43:14 Sacks Desantis</p> <p>47:00 Dave Chappelle</p> <p>01:08:24 FDA</p> <p>01:23:27 Question 1</p> <p>01:27:08 Question 2</p> <p> </p> <p>Follow the besties: </p> <p><a href="https://twitter.com/chamath" target="_blank" rel= "noopener">https://twitter.com/chamath</a></p> <p><a href="https://linktr.ee/calacanis" target="_blank" rel= "noopener">https://linktr.ee/calacanis</a></p> <p><a href="https://twitter.com/DavidSacks" target="_blank" rel= "noopener">https://twitter.com/DavidSacks</a></p> <p><a href="https://twitter.com/friedberg" target="_blank" rel= "noopener">https://twitter.com/friedberg</a></p> <p> </p> <p>Follow the pod:</p> <p><a href="https://twitter.com/theallinpod" target="_blank" rel= "noopener">https://twitter.com/theallinpod</a></p> <p><a href="https://linktr.ee/allinpodcast" target="_blank" rel= "noopener">https://linktr.ee/allinpodcast</a></p> <p> </p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl" target="_blank" rel= "noopener">https://rb.gy/tppkzl</a></p> <p><a href="https://twitter.com/yung_spielburg" target="_blank" rel="noopener">https://twitter.com/yung_spielburg</a></p> <p> </p> <p>Intro Video Credit:</p> <p><a href="https://twitter.com/TheZachEffect" target="_blank" rel= "noopener">https://twitter.com/TheZachEffect</a></p> <p> </p> <p>Referenced in the show:</p> <p><a href= "https://www.statista.com/chart/24969/vehicles-taken-out-of-production-due-to-microchip-shortages"> Statista - The U.S. Car Models Most Impacted By The Microchip Shortage</a></p> <p><a href= "https://twitter.com/zackkanter/status/1447376938805432321"> Zack Kanter on Twitter - "The "supply chain crisis" is a clever rebrand"</a></p> <p><a href= "https://twitter.com/NaithanJones/status/1448989717756850179"> Naithan Jones on Twitter - NFTs</a></p> <p><a href= "https://www.dailybreeze.com/2021/10/14/no-timetable-yet-for-port-of-las-24-7-operations-but-talks-ramping-up-officials-say/"> Daily Breeze - No start date for 24/7 operations at Port of LA</a></p> <p><a href= "https://www.dailynews.com/2021/10/13/biden-to-announce-that-ports-of-la-long-beach-will-begin-24-hour-operation/"> LA Daily News - Port of LA to go to 24/7 operations, Biden announces</a></p> <p><a href= "https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-announces-plans-to-build-first-chip-plant-in-Japan"> Nikkei Asia - TSMC announces plans to build first chip plant in Japan</a></p> <p><a href= "https://fred.stlouisfed.org/series/GFDEGDQ188S">St. Louis Fed - Total Public Debt as Percent of Gross Domestic Product</a></p> <p><a href= "https://www.forbes.com/sites/jonathanponciano/2021/05/11/billionaire-investor-druckenmiller-blasts-feds-radical-stimulus-policy-warns-it-risks-stock-bubble-blowing-up/?sh=2a9866e82fe8"> Forbes - Druckenmiller Blasts Fed's 'Radical' Stimulus Policy</a></p> <p><a href= "https://twitter.com/DavidSacks/status/1447780027110617089"> David Sacks on Twitter - Desantis Dinner</a></p> <p><a href= "https://variety.com/2021/film/news/ted-sarandos-dave-chappelle-defense-1235088647/"> Variety - Ted Sarandos Doubles Down</a></p> <p><a href= "https://www.amazon.com/Light-Other-Days-Arthur-Clarke/dp/0312871996"> The Light of Other Days by Arthur C. Clarke</a></p> <p><a href= "https://www.cftc.gov/PressRoom/PressReleases/8450-21">CFTC Orders Tether and Bitfinex to Pay Fines Totaling $42.5 Million</a></p> <p><a href= "https://www.nbcnews.com/health/heart-health/adults-shouldnt-take-daily-aspirin-prevent-heart-attack-panel-says-rcna2869"> NBC - Most adults shouldn't take daily aspirin</a></p> <p><a href= "https://www.youtube.com/watch?v=626ZaH9ZuPs">Botched - Man Wins $100,000 Breast Implants Bet!</a></p>