Chapter
Supply chain problems to hit unexpected businesses
46:59 - 52:10 (05:11)
The ongoing supply chain problems could lead to businesses unexpectedly suffering 20-30% reductions in revenue due to product shortages. Despite the current uncertainties, there are opportunities for growth and long-term success for some businesses in the market.
Clips
Bill Ackman recently invested in Netflix, emphasizing that just because the market price is down, doesn't mean a business isn't valuable and going to succeed in the long run.
46:59 - 49:05 (02:06)
Summary
Bill Ackman recently invested in Netflix, emphasizing that just because the market price is down, doesn't mean a business isn't valuable and going to succeed in the long run.
ChapterSupply chain problems to hit unexpected businesses
EpisodeE65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Despite the positive economic indicators such as high wages, earnings, and job openings, the current market conditions don't seem to reflect them.
49:05 - 50:51 (01:46)
Summary
Despite the positive economic indicators such as high wages, earnings, and job openings, the current market conditions don't seem to reflect them. Jay Hogue, founder and partner at TCV, believes that public companies shouldn't be failing like private investments and warns of lingering supply chain effects.
ChapterSupply chain problems to hit unexpected businesses
EpisodeE65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The ongoing supply chain issues may cause unexpected revenue losses of up to 20-30% for businesses in the upcoming quarters.
50:51 - 52:10 (01:18)
Summary
The ongoing supply chain issues may cause unexpected revenue losses of up to 20-30% for businesses in the upcoming quarters. The severity and impact of these disruptions are unknown and could affect various industries, from chemical labs to beverage shippers.