E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A
发布时间 2021-10-16 02:59:06 来源
摘要
Show Notes:
00:00 Cold Open
01:19 Bestie banter & poker recap
04:24 Supply chain challenges in Los Angeles
8:53 The Fed, interest rates and inflation
34:04 Geopolitical storm-clouds, deflationary tools
43:11 Why Sacks is hosting a fundraiser for Florida Governor DeSantis
47:00 Ted Sarandos responds to Netflix employees,
55:31 Cancel culture’s lifespan, book recommendations
1:02:34 Tether
01:08:24 The FDA’s new ruling on Aspirin, what this means for science
01:23:27 Fan Question 1 from Daniel on Twitter about Alphafold
01:27:08 Fan Question 2 from Maddie on Twitter about career advice
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:
Statista - The U.S. Car Models Most Impacted By The Microchip Shortage
https://www.statista.com/chart/24969/vehicles-taken-out-of-production-due-to-microchip-shortages
Zack Kanter on Twitter - "The “supply chain crisis” is a clever rebrand"
https://twitter.com/zackkanter/status/1447376938805432321
Naithan Jones on Twitter - NFTs
https://twitter.com/NaithanJones/status/1448989717756850179
Daily Breeze - No start date for 24/7 operations at Port of LA
https://www.dailybreeze.com/2021/10/14/no-timetable-yet-for-port-of-las-24-7-operations-but-talks-ramping-up-officials-say/
LA Daily News - Port of LA to go to 24/7 operations, Biden announces
https://www.dailynews.com/2021/10/13/biden-to-announce-that-ports-of-la-long-beach-will-begin-24-hour-operation/
Nikkei Asia - TSMC announces plans to build first chip plant in Japan
https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-announces-plans-to-build-first-chip-plant-in-Japan
St. Louis Fed - Total Public Debt as Percent of Gross Domestic Product
https://fred.stlouisfed.org/series/GFDEGDQ188S
Forbes - Druckenmiller Blasts Fed’s ‘Radical’ Stimulus Policy
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
David Sacks on Twitter - Desantis Dinner
https://twitter.com/DavidSacks/status/1447780027110617089
Variety - Ted Sarandos Doubles Down
https://variety.com/2021/film/news/ted-sarandos-dave-chappelle-defense-1235088647/
The Light of Other Days by Arthur C. Clarke
https://www.amazon.com/Light-Other-Days-Arthur-Clarke/dp/0312871996
CFTC Orders Tether and Bitfinex to Pay Fines Totaling $42.5 Million
https://www.cftc.gov/PressRoom/PressReleases/8450-21
NBC - Most adults shouldn't take daily aspirin
https://www.nbcnews.com/health/heart-health/adults-shouldnt-take-daily-aspirin-prevent-heart-attack-panel-says-rcna2869
Botched - Man Wins $100,000 Breast Implants Bet!
https://www.youtube.com/watch?v=626ZaH9ZuPs
Audience Question 1 - Daniel on Twitter, Alphafold
https://twitter.com/daniel_nelis/status/1449055005181415424?s=20
Audience Question 2 - Maddie on Twitter, Career advice
https://twitter.com/Maddiechavs/status/1448863457965531146?s=20
#allin #tech #news
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