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

0:00 Sacks' shining moment <p>2:34 Bestie Guestie Ryan Petersen joins to break down the supply chain situation: core issues, solutions, things to look out for</p> <p>45:49 $FB's major pullback: causes, headwinds, and why going all-in on the Metaverse might have been a "frothy market mistake"</p> <p>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</p> <p>1:09:14 Spotify's Joe Rogan situation: positions, speech rights, division amongst free speech</p> <p>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</p> <p>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?</p> <p>Follow the besties:</p> <p><a href= "https://twitter.com/chamath">https://twitter.com/chamath</a></p> <p><a href= "https://linktr.ee/calacanis">https://linktr.ee/calacanis</a></p> <p><a href= "https://twitter.com/DavidSacks">https://twitter.com/DavidSacks</a></p> <p><a href= "https://twitter.com/friedberg">https://twitter.com/friedberg</a></p> <p>Follow the pod:</p> <p><a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a></p> <p><a href= "https://linktr.ee/allinpodcast">https://linktr.ee/allinpodcast</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://twitter.com/yung_spielburg">https://twitter.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://twitter.com/TheZachEffect">https://twitter.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://www.google.com/finance/quote/INGR:NYSE">https://www.google.com/finance/quote/INGR:NYSE</a></p> <p><a href= "https://www.forbes.com/sites/stevebanker/2021/04/23/walmarts-massive-investment-in-a-supply-chain-transformation/?sh=41a6b18340ed"> https://www.forbes.com/sites/stevebanker/2021/04/23/walmarts-massive-investment-in-a-supply-chain-transformation/?sh=41a6b18340ed</a></p> <p><a href= "https://www.cnbc.com/2022/01/20/peloton-to-pause-production-of-its-bikes-treadmills-as-demand-wanes.html"> https://www.cnbc.com/2022/01/20/peloton-to-pause-production-of-its-bikes-treadmills-as-demand-wanes.html</a></p> <p><a href= "https://twitter.com/typesfast/status/1451543776992845834">https://twitter.com/typesfast/status/1451543776992845834</a></p> <p><a href= "https://www.google.com/finance/quote/FB:NASDAQ">https://www.google.com/finance/quote/FB:NASDAQ</a></p> <p><a href= "https://www.cnbc.com/2022/02/02/meta-reality-labs-reports-10-billion-loss.html"> https://www.cnbc.com/2022/02/02/meta-reality-labs-reports-10-billion-loss.html</a></p> <p><a href= "https://www.cnbc.com/2022/02/02/facebook-says-apple-ios-privacy-change-will-cost-10-billion-this-year.html"> https://www.cnbc.com/2022/02/02/facebook-says-apple-ios-privacy-change-will-cost-10-billion-this-year.html</a></p> <p><a href= "https://www.google.com/finance/quote/PYPL:NASDAQ">https://www.google.com/finance/quote/PYPL:NASDAQ</a></p> <p><a href= "https://www.google.com/finance/quote/SNAP:NYSE">https://www.google.com/finance/quote/SNAP:NYSE</a></p> <p><a href= "https://www.cnbc.com/2022/02/03/facebook-and-google-stocks-have-diverged-and-the-reason-is-apple.html"> https://www.cnbc.com/2022/02/03/facebook-and-google-stocks-have-diverged-and-the-reason-is-apple.html</a></p> <p><a href= "https://twitter.com/GavinSBaker/status/1462831115572596744">https://twitter.com/GavinSBaker/status/1462831115572596744</a></p> <p><a href= "https://www.google.com/finance/quote/NFLX:NASDAQ">https://www.google.com/finance/quote/NFLX:NASDAQ</a></p> <p><a href= "https://www.google.com/finance/quote/AMZN:NASDAQ">https://www.google.com/finance/quote/AMZN:NASDAQ</a></p> <p><a href= "https://twitter.com/DavidSacks/status/1489321225520238592">https://twitter.com/DavidSacks/status/1489321225520238592</a></p> <p><a href= "https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list">https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list</a></p> <p><a href= "https://www.nytimes.com/2022/01/26/arts/music/spotify-neil-young-joe-rogan.html"> https://www.nytimes.com/2022/01/26/arts/music/spotify-neil-young-joe-rogan.html</a></p> <p><a href= "https://www.theverge.com/2022/2/3/22915456/spotify-ceo-joe-rogan-daniel-ek-town-hall-speech-platform-podcast"> https://www.theverge.com/2022/2/3/22915456/spotify-ceo-joe-rogan-daniel-ek-town-hall-speech-platform-podcast</a></p> <p><a href= "https://www.dailymail.co.uk/news/article-10475473/Barack-Michelle-Obama-preparing-shop-new-podcast-partner-amid-outcry-Joe-Rogan.html"> https://www.dailymail.co.uk/news/article-10475473/Barack-Michelle-Obama-preparing-shop-new-podcast-partner-amid-outcry-Joe-Rogan.html</a></p> <p><a href= "https://www.washingtonpost.com/arts-entertainment/2022/02/02/spotify-rogan-white-house-covid-misinformation"> https://www.washingtonpost.com/arts-entertainment/2022/02/02/spotify-rogan-white-house-covid-misinformation</a></p> <p><a href= "https://twitter.com/ggreenwald/status/1488252747489202181">https://twitter.com/ggreenwald/status/1488252747489202181</a></p> <p><a href= "https://twitter.com/ggreenwald/status/1489258034865971205">https://twitter.com/ggreenwald/status/1489258034865971205</a></p> <p><a href= "https://www.thewrap.com/tucker-carlson-liberal-viewership-fox-news"> https://www.thewrap.com/tucker-carlson-liberal-viewership-fox-news</a></p> <p><a href= "https://twitter.com/echeloninsights/status/1487118055582965762">https://twitter.com/echeloninsights/status/1487118055582965762</a></p> <p><a href= "https://twitter.com/MonmouthPoll/status/1488180589505167372">https://twitter.com/MonmouthPoll/status/1488180589505167372</a></p> <p><a href= "https://www.wsj.com/articles/russias-vladimir-putin-meets-with-chinese-leader-xi-jinping-in-beijing-11643966743"> https://www.wsj.com/articles/russias-vladimir-putin-meets-with-chinese-leader-xi-jinping-in-beijing-11643966743</a></p> <p><a href= "https://www.voltairenet.org/article215540.html">https://www.voltairenet.org/article215540.html</a></p>