Claire Cormier Thielke

one-off guest ×0.5 · 3 ideas engaged · 1 episodes · E82 → E82

Chamath Jason Sacks Friedberg Aaron Levie Ben Shapiro Bill Gurley Brad Gerstner Cyan Banister Elon Musk Gavin Baker Joe Lonsdale Keith Rabois Ryan Petersen Thomas Laffont Travis Kalanick

⚠ One-off guest — not scored — only besties and guests heard across 2+ episodes earn scoreboard credit, so this voice has no track record and no skill weight. Their mentions still move conviction, at ×0.5.

live positions

lifetime conviction force · 0 ideas born

2.33

avg strength · 1 dissents

Live book — 0 positions

Nothing live. Every idea he's touched has already resolved.

How he argues

STANCE MIX

support 2

oppose 1

TIER MIX

explicit_prediction 2

sentiment 1

Latest from him

oppose ×3 explicit_prediction 🌍 China's crackdown spirals its own economy down E82 · 2022-05-24 ▶ 25:29

I think there was a concern that there would be an entire meltdown of the full Chinese economy, which is not what we feel on the ground. I think, if anything, it's created a set of opportunities to really level set, especially on the living sector. It's really accelerated some policies to make it easier to build and to create rental housing ... China is only as urbanized as the US was in about 1950

support ×1 sentiment 📈 Fintech feature consolidation: licensed platforms become consumer-finance superpowers E82 · 2022-05-24 ▶ 0:28

China's e-commerce percentage is about 25% of their overall retail. Here it's about 14%. Again, y'all are smart. We can see where this is going. ... In China, about 85-ish percent of their transactions are mobile. Here, that's barely 30%. Where is that going? How does that work? Again, you can see what's happening.

support ×3 explicit_prediction 📈 Logistics real estate becomes a core institutional asset class E82 · 2022-05-24 ▶ 46:34

this is why you've seen the rise of logistics real estate as a deeply institutional asset class, because that math that you talk about, the algorithm is determining what is ordered, how long will it sit, and how fast do people want it. That takes infrastructure on land to be able to get it to people's want. ... China only has a quarter of the cold storage capacity per capita that the US does. Okay, it doesn't take a genius to see that this trajectory is, you know, lower left to upper right.