E0: COVID-19 Political, Economic & Social Ramifications featuring David Friedberg
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.0 • 10.4K Ratings
🗓️ 15 March 2020
⏱️ 89 minutes
🧾️ Download transcript
Summary
Follow @chamath: https://twitter.com/chamath
Follow @jason: https://twitter.com/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?
Transcript
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| 0:00.0 | Hey, everybody. Welcome to the first episode of the All In podcast with Chimov, Collier, |
| 0:07.5 | and Jason Galcat is that cackling voice. Where we're trying to save ourselves from the end of the |
| 0:14.4 | world. It is literally, you know, we thought we'd start this podcast on April 1st, Chumab. |
| 0:20.7 | And everybody thinks it's like a big joke, that it's an April Fool's joke. |
| 0:24.8 | It just happened to be the time was perfect. |
| 0:26.1 | We had full intentionality of starting the podcast, but we're sitting here at home, quarantine. |
| 0:31.2 | How many days have you been home? |
| 0:33.0 | When's the last time you went out of your house? |
| 0:36.1 | Well, I've gone out, but I've basically been self-quarantined |
| 0:41.0 | for two weeks now. I haven't left my house since Tuesday night. And this is, I've heard |
| 0:48.6 | shower in about 72 hours. This is, you know, and then Chimoth and I decided since, you know, we're going to talk about, obviously, the coronavirus. |
| 1:00.3 | Today we bring in the smartest person we know in terms of the biotech and health space. |
| 1:06.8 | And that's David Freiburg, who's a close friend of ours. |
| 1:09.5 | He founded or co-founded, climate.com Metro Mile, and he now is the CEO of the production |
| 1:18.9 | board, which is a biotech incubator accelerator startup. |
| 1:25.7 | How do you refer to it, David? |
| 1:28.2 | Yeah, we're a foundry and broadly life sciences, food, agriculture, and human health. |
| 1:33.8 | Got it. |
| 1:35.4 | So. |
| 1:35.7 | Jay, actually, before we do that, can we actually give a shout out to our sponsor, which is all the incredibly shitty enterprise software that nobody fucking uses. |
| 1:45.4 | And there are no coupon codes because there are no ads in this podcast, nor will there ever be. |
| 1:51.8 | Back to you, Jason. |
... |
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