E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A

**Chamath Palihapitiya** (0:00)
Yesterday, the game went off the chain. It was, we started off at 500 and a thousand, and then we were like, ah, these $500 chips are so annoying. Then we started to play a thousand, a thousand, then it was a thousand, two thousand, then it's a one thousand, two thousand, four thousand, then one, two, four, eight, then one, two, four, eight, 16, one, two, four, eight, 16, 32,000 coming around.

**Jason Calacanis** (0:21)
Oh my God, how much did you lose?

**David Friedberg** (0:23)
What was the big winner and big loser? How much?
Just tell us how much.

**Jason Calacanis** (0:28)
F**k out 800 I put f**k at minus 800, f**k at minus 700

**Chamath Palihapitiya** (0:34)
Don't say these f**king names, bro, come on.

**David Friedberg** (0:37)
How'd you do, Chamath?

**David Sacks** (0:42)
You can tell that Chamath lost because when you ask him, how'd you do? And it's like, just, he goes from this super effusive talking about the game to just like one word, fine.
Fine.

**Jason Calacanis** (0:53)
Yeah, how was your night? Good.

**David Friedberg** (0:54)
He's like, look, I shit $42 million for breakfast. It was fine.

**Chamath Palihapitiya** (0:58)
Here we go.

**Jason Calacanis** (0:59)
3, 2...
Hey, everybody, welcome to another episode of the All-In Podcast. 50 episodes down and yeah, we'll definitely get three or four more in before the band breaks up with us today again from an undisclosed location. David Sacks, the Rain Man himself, Chamath Palihapitiya, the dictator and the Queen of Kenwa, David Friedberg. How's everybody doing? How's everybody feeling? How's everybody's week going?

**Chamath Palihapitiya** (1:46)
Really great.

**Jason Calacanis** (1:47)
Yours?
Just just great. Awesome.

**Chamath Palihapitiya** (1:52)
I I feel really good. I I feel super grateful.

**Jason Calacanis** (1:57)
Really? Market's up 4%.
Friedberg, how are you doing?

**David Friedberg** (2:14)
My wife went to the hospital three times this week, all three times thinking she was in labor.

**Chamath Palihapitiya** (2:18)
Hey, are you how I mean, we're two centimeters dilated. We're still waiting here.

**David Friedberg** (2:24)
I mean, we are there too. And we're just waiting any day, like literally any hour.

**Jason Calacanis** (2:29)
So we were get action on this. Can we can we bet who's going to come first or I think I think Friedberg's going to come first because it's his third.

**Chamath Palihapitiya** (2:35)
It's the only math. It's Allison's third. It's not second.

**Jason Calacanis** (2:39)
Yeah, yeah. So we can lay odds two to one.

**Chamath Palihapitiya** (2:42)
I'll take the over under on what day is it today? Today is the 15th. We're getting induced on the 26th. It's 11 days from now. I'll take the over under on the. I think the over under on.
The 21st.

**Jason Calacanis** (2:58)
That you're setting the line.

**Chamath Palihapitiya** (2:59)
I'll set the line at the 21st of October.

**Jason Calacanis** (3:01)
I'm going over.
I'll go over for now. This is for now.

**David Friedberg** (3:04)
Okay.

**David Sacks** (3:04)
Okay.

**David Friedberg** (3:06)
For now, the over under.

**Jason Calacanis** (3:07)
What do you got, Sacks, over under on the 21st? 26 is the expected date.

**David Sacks** (3:13)
What are we betting on?

**Chamath Palihapitiya** (3:15)
Not analysis.

**David Friedberg** (3:16)
Some people pay attention when their children are born.

**David Sacks** (3:20)
Aren't you guys a little too old to be having kids? Are you even going to see them graduate?

**Jason Calacanis** (3:26)
What's going on here?

**David Friedberg** (3:28)
I mean, Sacks, some of us are a whole bar mitzvah younger than you.

**Jason Calacanis** (3:31)
Sacks, are you snipped? If anybody was snipped, I would guess it would be Sacks. Are you snippy, snippy?

**David Sacks** (3:37)
Is this the type of vital information you think the audience wants to know?

**Jason Calacanis** (3:40)
Yeah, I think they do, actually.

**Chamath Palihapitiya** (3:43)
I think that's a yes.

**Jason Calacanis** (3:44)
I think he's been snipped. Chamath is definitely not snipped.
Friedberg's not snipped.

**David Sacks** (3:51)
You want to come over here and conduct an inspection?

**Chamath Palihapitiya** (3:55)
I don't think you can visually understand that, Sacks. We got to buzz this out, let's keep going. It's not visually understandable.

**Jason Calacanis** (4:03)
Yeah, Friedberg's definitely not snipped as proven by his wife being pregnant.

**Chamath Palihapitiya** (4:08)
I don't think you say snip, bro. I think you just say vasectomy, bro.

**Jason Calacanis** (4:12)
I'm just, you know, I think you say snip, snip. I think Sacks has been snipped. That's actually a good bet. We could book it on Sacks being snipped. Okay, listen, a lot of topics to get to. I think we were trying to get to this topic last week. There's been a supply chain interruption right now. There's some shortages, obviously, of key components like microchips. We all know this. According to Car and Driver, the top three models impacted by the chip shortage were the Ford F-Series pickup trucks, Jeep Cherokee SUVs and the Chevy Equinox SUVs. Basically, a lot of the cars that have advanced driving systems are now removing them. I was looking at getting an SUV for the winner and I was looking at the Cadillac Escalade and they took self-driving out of the 2022 model or the Autopilot basically because they can't get the chips.