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All-In PodcastE51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A
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Episode Details
EPISODE INFO
- Released
- October 16, 2021
- Duration
- 1h 33m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
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
SPEAKERS
Chamath Palihapitiya
hostDavid Friedberg
hostDavid Sacks
hostJason Calacanis
hostNarrator
other
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Chamath Palihapitiya and David Friedberg, E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A explores All-In Besties Tackle Inflation, Supply Shocks, DeSantis, and Chappelle This episode of the All-In Podcast mixes high-stakes gambling banter with a deep dive into supply chain breakdowns, persistent inflation, and the risk of stagflation. The besties debate labor shortages, wage pressures, Fed constraints, and how higher rates could crush growth-tech valuations. They also spar over immigration and GOP politics via Ron DeSantis, examine Netflix’s defense of Dave Chappelle and cancel culture dynamics, and touch on stablecoins, FDA trust, vaccines, and Kyrie Irving. The show closes with fan Q&A on quantum-enabled chemistry, future “replicators,” and career advice in tech and investing.
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