DiscoverAll-In with Chamath, Jason, Sacks & FriedbergE82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen

E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen

Update: 2022-05-245
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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

0:00 Claire Cormier Thielke's AIS talk: "Tomorrowland: China Placemaking and the Future of Innovation"

17:40 Claire takes Q&A with the Besties + Ryan Petersen: Understanding the China/US rivalry

24:08 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

34:30 Ryan Petersen breaks down Flexport's business, the tumultuous past few years, and how DTC might be in major trouble

46:34 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

Follow the guests:

https://twitter.com/clairethielke

https://twitter.com/typesfast

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

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E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen

E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen