Preview Mode Links will not work in preview mode

All-In with Chamath, Jason, Sacks & Friedberg

Mar 15, 2020

Follow @chamath:

Follow @jason:


0:01 Jason intros Chamath and Episode 0 of All-In and they discuss their current self-quarantine

0:55 Jason intros David Friedberg

1:35 Chamath gives the inaugural (& potentially final) All-In ad read

2:17 As a Warriors owner, Chamath gives his reaction to the NBA postponing & uncoordinated actions of government & private sectors

4:37 Why was the US so slow to react on both an individual & governmental level? What did the OpenTable data show?

9:03 David explains the actions he would take if he was president

12:37 Thoughts on Trump’s private sector involvement

16:58 Has the press failed in its coverage, or are they just feeding people what they want?

23:52 What will the next few weeks in the US look like? Why has the virus spread severely in Italy, but not yet in India?

37:20 How the COVID-19 viral coefficient compares to the early days of Facebook’s numbers

40:26 Chances of Trump testing positive for the virus? What effect would that have on markets?

48:53 What should we do differently next time?

53:13 Will there both more deaths due to second order effects of the virus than direct deaths?

1:01:06 Should there be a global stimulus package? Effect of low-volatility during recent bull run?

1:11:26 Chances of a quick resolution?

1:16:48 How are Jason & Chamath advising their portfolio companies? How are IPO’s of companies like Airbnb & DoorDash being effected?

1:21:17 How to approach the next year in startups & VC?