port efficiency

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:

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https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

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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

There's no single measure we can look at to tell us whether supply chains are improving or not. There are some signs of easing (such as the number of containers sitting at the ports) but other signs are still getting worse (such as the number of ships waiting to dock). So what's really going on? And are the White House's efforts at easing the strain actually bearing fruit? On this episode we speak with Gene Seroka, Executive Director of the Port of Los Angeles, who we last spoke to in the summer, about the actual situation on the ground.

See omnystudio.com/listener for privacy information.

In recent weeks, the White House has attempted to make a greater effort to improve the functioning of supply chains. One effort includes getting the Port of Los Angeles, and the various companies who operate there, to operate 24/7. But this is going to be a herculean task. On this episode we speak with Craig Fuller, the Founder and CEO of the information and data company FreightWaves to talk about the ports, trucking, and why it's so difficult to modernize these markets.

See omnystudio.com/listener for privacy information.