E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen
发布时间 2022-02-05 15:49:45 来源
摘要
0:00 Sacks' shining moment
2:34 Bestie Guestie Ryan Petersen joins to break down the supply chain situation: core issues, solutions, things to look out for
45:49 $FB's major pullback: causes, headwinds, and why going all-in on the Metaverse might have been a "frothy market mistake"
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
1:09:14 Spotify's Joe Rogan situation: positions, speech rights, division amongst free speech
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
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?
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:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://www.google.com/finance/quote/INGR:NYSE
https://www.forbes.com/sites/stevebanker/2021/04/23/walmarts-massive-investment-in-a-supply-chain-transformation/?sh=41a6b18340ed
https://www.cnbc.com/2022/01/20/peloton-to-pause-production-of-its-bikes-treadmills-as-demand-wanes.html
https://twitter.com/typesfast/status/1451543776992845834
https://www.google.com/finance/quote/FB:NASDAQ
https://www.cnbc.com/2022/02/02/meta-reality-labs-reports-10-billion-loss.html
https://www.cnbc.com/2022/02/02/facebook-says-apple-ios-privacy-change-will-cost-10-billion-this-year.html
https://www.google.com/finance/quote/PYPL:NASDAQ
https://www.google.com/finance/quote/SNAP:NYSE
https://www.cnbc.com/2022/02/03/facebook-and-google-stocks-have-diverged-and-the-reason-is-apple.html
https://twitter.com/GavinSBaker/status/1462831115572596744
https://www.google.com/finance/quote/NFLX:NASDAQ
https://www.google.com/finance/quote/AMZN:NASDAQ
https://twitter.com/DavidSacks/status/1489321225520238592
https://bariweiss.substack.com/p/get-ready-for-the-no-buy-list
https://www.nytimes.com/2022/01/26/arts/music/spotify-neil-young-joe-rogan.html
https://www.theverge.com/2022/2/3/22915456/spotify-ceo-joe-rogan-daniel-ek-town-hall-speech-platform-podcast
https://www.dailymail.co.uk/news/article-10475473/Barack-Michelle-Obama-preparing-shop-new-podcast-partner-amid-outcry-Joe-Rogan.html
https://www.washingtonpost.com/arts-entertainment/2022/02/02/spotify-rogan-white-house-covid-misinformation
https://twitter.com/ggreenwald/status/1488252747489202181
https://twitter.com/ggreenwald/status/1489258034865971205
https://www.thewrap.com/tucker-carlson-liberal-viewership-fox-news
https://twitter.com/echeloninsights/status/1487118055582965762
https://twitter.com/MonmouthPoll/status/1488180589505167372
https://www.wsj.com/articles/russias-vladimir-putin-meets-with-chinese-leader-xi-jinping-in-beijing-11643966743
https://www.voltairenet.org/article215540.html
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