uper spreaders. But if you were catching it fast and taking the pill fast I feel like we're done, right?

I mean I don't know when we'll all have availability of these pills and then the real question is do you just buy these pills and keep them around? All right, you know I'm sure they're prescription but wouldn't it be great if you could just get some and keep them because you don't want to have that time lag between a dry cough and getting the prescription because that could be eight hours, right? By the time you, yeah if you wake up in the middle of the night with a dry cough it could be hours and hours. So wouldn't you like to test yourself, grab a pill, you're done. You've already treated yourself. Go back to bed. Alone in quarantine.

All right, so apparently there was a claim that the UK version of the drug that got approved was really just ivermectin. Now I'm sorry there was some thought that maybe the Pfizer one or somebody else's. Anyway the claim is false and the claim was that one of these companies was just repurposing ivermectin.

And here's a little tip for you. You can always assume that fraud is hiding in any complicated environment. A complicated environment would be finance, definitely fraud there. Science, definitely fraud there. And we hear about it all the time. It's obvious, right? And so the more confusing it is the more likely is fraud.

But when you heard the first time you heard this rumor that one of these big companies was just going to try to slip ivermectin into a different name of a pill that you should have known that wasn't a thing because it would be too easy to catch them, right? How hard would it be for somebody to just, you know, somebody who knows how to do it to take a look at it and say uh this is just ivermectin. You guys have been screwing us. It would be so easy to find it out. It would be ridiculous for them to try that.

Zunar says wrong. What are you going to do? Well what you're going to do is start taking ivermectin. That's what you're going to do. If, and again the rumor is false so there's no persuasive evidence that ivermectin works as far as I know but I also wouldn't know.

All right, good comment though Zunar. So I would just say that the only reason anybody would believe this ivermectin rumor that is really the drug that's in these other pills rebranded is because we'll believe anything now. Like nothing seems off the table, does it?

When you hear this story about the Steele dossier, the real way it was created, doesn't it almost feel to you as if there's just nothing that's off the table anymore? Just anything's possible. Am I right? So you can make up any rumor and somebody's going to believe it because people say well that's not any worse than the five things I heard on the news that might be true. Yeah we've lost all trust. That is true.

How would you like me to fix the supply chain problem? You ready? Now remember I'm never totally serious when I say stuff like that but I think it's fun to talk about it.

I'll give you a little background. I tweeted and talked to you the other day and I said that one of the secrets of persuasion is that whoever makes the best visual graph of whatever the problem or solution is, whoever does the best job of the visualization part ends up being in charge because the visualization tells people what to do for the first time. Because if it's a complicated situation people can't read through it and decide what they want to do. But if you give them a nice clean chart or pie chart or visualization and it's accurate people suddenly will line up behind it. Say oh okay now we know what to do. We know what the problem is etcetera.

So the power of being good at creating visualizations is way underrated because I used to do that you know for my corporate jobs and I discovered that basically I was running the department because I could make the visualization compelling or not for whatever I wanted. And it felt like the chart making person was running stuff. It certainly felt like that when I was making the charts because I could make them good or bad if I wanted.

So hearing my explanation of the power of charts, Ryan Peterson, CEO of Flexport, who you already know because he did a terrific thread in which he went to actually visit the ports. He's a you know he works in this industry so he knows what questions to ask and where to look for problems and he came up with a pretty good analysis. A very good analysis actually. So good that the governor of California called him to see what was going on, see if he could help. So it was that good.

And then he followed up with building a presentation that's really good. Really good. So you can see it on my Twitter feed or just look for Ryan Peterson. The second part on the end is Sen. Peterson, CEO of Flexport, and you can see his stuff there and I recommend it because I think it's really fun actually. Weirdly because I'm a total nerd about business models. Does anybody else have that? Yeah I went to business school and so I just got hooked on business models. Like what is it that makes some company have a process that makes money and it's different than some others? Yeah I see some other people saying the same thing that business models are just endlessly fascinating to me.

So anyway seeing this flowchart of what the problem is and let me quickly summarize the problem. You think the problem was truck drivers, right? How many of you have been told the problem is not enough truck drivers? Well that is a problem-ish but it's not the immediate problem. It's not the reason stuff is backed up because there are drivers sitting in trucks with an empty container on the back and they don't have any place to put the empty. So you have drivers all over the place with just an empty on the back and no place to put it so they can't pick up a new one so they can't do any work because they can't get rid of the one that's on the back.

Now why can't they get rid of the one in the back? Well the ports got slammed with the pandemic traffic because people bought more goods than they consumed services. So people's spending patterns radically changed and they started buying stuff because they were stuck at home instead of going on a vacation and buying gas and stuff. So that momentary shock to the system caused a buildup that rippled and the ripple was that they didn't have a place to put the empty containers and then that slows everything down because they're in the way.

Now part of the solution was getting approval to stack some of the containers in places that they couldn't stack them or in ways that they couldn't stack them before and I think that Ryan Peterson was instrumental in getting that happening quickly so it made a little bit of a difference. It's not the solution.

But the big problem is that you need a special kind of chassis. In other words the part that's behind the big rig truck. It has to be a special kind for an empty or any kind of container to be carried on and there aren't enough of those to carry the new traffic because they're all used up with an empty on it. They can't go anywhere.

Now you say to yourself, Scott this is the easiest problem in the world to solve. Just take all those trucks with the empties. The government just say okay temporarily here's a farmer's field. It's an emergency. Farmer says it's okay. We'll give them some money. Just drive to this empty field and just put all your empty containers there, right?

How do you get them off the truck? How do you get the container off the truck? You need that crane that's back at the port. You can't get them off the truck except at the port. And do you know why you can't get them off the truck at the port? Because it's already filled with empty containers. So the cranes and the trucks can't get near each other. Even the cranes are not being used because there's nothing but trucks with empties and empties all over the place. And that's your problem.

Oh you're ahead of me. So here's my question. All right suppose you took the best engineers in the world and you put them in the metaverse so they could have a meeting in Zuckerberg's virtual world so it feels like they're there and you take you know your Elon Musks, I like to use them for every example it just fits every example it seems like. You take your Elon Musks. You take your best engineers from a few different places and you just put them in on