E66: $FB's big drop, Rogan/Spotify mess, Xi/Putin meetup & supply chain issues with Ryan Petersen

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?

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Intro Music Credit:
https://rb.gy/tppkzl
/ yung_spielburg

Intro Video Credit:
/ thezacheffect

Referenced in the show:
https://www.google.com/finance/quote/...
https://www.forbes.com/sites/steveban...
https://www.cnbc.com/2022/01/20/pelot...
/ 1451543776992845834
https://www.google.com/finance/quote/...
https://www.cnbc.com/2022/02/02/meta-...
https://www.cnbc.com/2022/02/02/faceb...
https://www.google.com/finance/quote/...
https://www.google.com/finance/quote/...
https://www.cnbc.com/2022/02/03/faceb...
/ 1462831115572596744
https://www.google.com/finance/quote/...
https://www.google.com/finance/quote/...
/ 1489321225520238592
https://bariweiss.substack.com/p/get-...
https://www.nytimes.com/2022/01/26/ar...
https://www.theverge.com/2022/2/3/229...
https://www.dailymail.co.uk/news/arti...
https://www.washingtonpost.com/arts-e...
/ 1488252747489202181
/ 1489258034865971205
https://www.thewrap.com/tucker-carlso...
/ 1487118055582965762
/ 1488180589505167372
https://www.wsj.com/articles/russias-...
https://www.voltairenet.org/article21...

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