All-In with Chamath, Jason, Sacks & Friedberg
E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
Show Notes
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This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist
Claire Cormier Thielke's AIS talk: "Tomorrowland: China Placemaking and the Future of Innovation"
Claire takes Q&A with the Besties + Ryan Petersen: Understanding the China/US rivalry
How the Evergrande debt situation impacts the greater Chinese real estate industry, China's still-nascent middle class, How China is subsidizing its negative birth rate
Ryan Petersen breaks down Flexport's business, the tumultuous past few years, and how DTC might be in major trouble
Asset-heavy play as a hedge against the popular trend of asset-light, velocity vs. speed, Flexport.org's humanitarian relief shipping, China's influence
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