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

Key Topics & Discussion Points:

Supply Chain Issues with Ryan Petersen (Flexport CEO):

• Explained how US ports operate at lower efficiency than international competitors like Rotterdam
• Highlighted issues with union labor practices where workers rotate daily, preventing continuous improvement
• Discussed how container stacking height restrictions in LA/Long Beach contribute to bottlenecks
• Port efficiency discussion: Revealed US ports operate below Mombasa, Kenya's productivity levels

Facebook's Major Stock Drop:

• Stock dropped over 25% after reporting first-ever negative user growth
• Facing $10B+ annual loss on AR/VR investments
• Additional $10B projected revenue decrease due to Apple's privacy changes
• Discussion of competitive threats, particularly from TikTok

Joe Rogan/Spotify Controversy:

• Discussed Rogan's "non-apology" and commitment to having more balanced discussions
• Analyzed Spotify's position as platform vs publisher
• Debated merits of content moderation vs free speech
• Censorship discussion: Detailed growing partisan divide on content moderation

Xi/Putin Alliance:

• Covered their joint statement challenging US global influence
• Discussed implications for Ukraine and Taiwan situations
• Analyzed China's strategic investments in global infrastructure while US focused on Middle East
• Strategic implications: Debated how US should respond to this emerging alliance

Notable Quotes:

On port inefficiency: "Rotterdam has been fully automated for 20 years... we just do not have modern port infrastructure."

On content moderation: "All of the great Internet companies started with this notion that they were creating democratization... and now they're finding that there is no way to avoid being treated like a publisher."