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E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A
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:
/ chamath
https://linktr.ee/calacanis
/ davidsacks
/ friedberg
Follow the pod:
/ theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
/ yung_spielburg
Intro Video Credit:
/ thezacheffect
Referenced in the show:
Statista - The U.S. Car Models Most Impacted By The Microchip Shortage
https://www.statista.com/chart/24969/...
Zack Kanter on Twitter - "The “supply chain crisis” is a clever rebrand"
/ 1447376938805432321
Naithan Jones on Twitter - NFTs
/ 1448989717756850179
Daily Breeze - No start date for 24/7 operations at Port of LA
https://www.dailybreeze.com/2021/10/1...
LA Daily News - Port of LA to go to 24/7 operations, Biden announces
https://www.dailynews.com/2021/10/13/...
Nikkei Asia - TSMC announces plans to build first chip plant in Japan
https://asia.nikkei.com/Business/Tech...
St. Louis Fed - Total Public Debt as Percent of Gross Domestic Product
https://fred.stlouisfed.org/series/GF...
Forbes - Druckenmiller Blasts Fed’s ‘Radical’ Stimulus Policy
https://www.forbes.com/sites/jonathan...
David Sacks on Twitter - Desantis Dinner
/ 1447780027110617089
Variety - Ted Sarandos Doubles Down
https://variety.com/2021/film/news/te...
The Light of Other Days by Arthur C. Clarke
https://www.amazon.com/Light-Other-Da...
CFTC Orders Tether and Bitfinex to Pay Fines Totaling $42.5 Million
https://www.cftc.gov/PressRoom/PressR...
NBC - Most adults shouldn't take daily aspirin
https://www.nbcnews.com/health/heart-...
Botched - Man Wins $100,000 Breast Implants Bet!
• Man Wins $100,000 Breast Implants Bet...
Audience Question 1 - Daniel on Twitter, Alphafold
https://twitter.com/daniel_nelis/stat...
Audience Question 2 - Maddie on Twitter, Career advice
https://twitter.com/Maddiechavs/statu...
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