E3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.0 • 10.4K Ratings
🗓️ 21 May 2020
⏱️ 67 minutes
🧾️ Download transcript
Summary
Follow @chamath: https://twitter.com/chamath
Follow @jason: https://twitter.com/Jason
0:01 Jason & Chamath intro David Sacks & David Friedberg
1:15 Everybody gives their quarantine update: Sacks is in Mexico while running Craft remote, Chamath got a new poker table & is excited for shelter-in-place to end, Friedberg is getting back into a rhythm
8:04 Chamath & Sacks reflect on the coming return to normalcy & politicization of the virus
12:41 Sacks on 3 major data-driven discoveries about the virus
15:54 Friedberg on fatality rate data, overestimating the lockdown's impact on stopping the virus
19:32 Getting back to work
21:05 Chamath on the stock market not reflecting the economy, Sacks on what an economic recovery might look like
28:00 Friedberg on potential of another NYC-level outbreak, Chamath on negative impact of left/right culture war
34:05 Sacks on democratic hesitation to end lockdowns giving Trump a strategic advantage, Friedberg on Hydroxychloroquine's benefits/risks
37:57 Sacks on potential resorting of the Bay Area & Silicon Valley due to remote work
41:51 Chamath on benefits of working remote, why San Francisco might lose large numbers of people
45:18 Tesla/Fremont situation a microcosm for politicization of the pandemic, benefits of people starting to distrust inept bureaucrats
49:33 Chamath on the beginning of the modern Cold War, dealing with market conditions considering China's standing in the world, ideological issues
53:46 Sacks on US/China relationship, how US can penalize China
59:25 Friedberg on how US can leapfrog China in manufacturing by using modern, automated solutions
Transcript
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| 0:00.0 | Hey, everybody, welcome to the all in podcast with Jason |
| 0:02.6 | Calakannis and Chimoff Polly, Hapatia. |
| 0:04.4 | We regret this podcast well on a really unique schedule, |
| 0:08.3 | Chimoff. What's our schedule right now? |
| 0:09.7 | Whenever we feel like it? |
| 0:11.9 | Basically, it is whenever our significant others get so sick |
| 0:15.5 | of us, they kick us out and say, don't come back. |
| 0:18.1 | Yeah, we get thrown to the pool house. |
| 0:20.0 | We decide to pop up the podcast. |
| 0:22.2 | You're in Atherton. |
| 0:23.8 | I am in the city in San Francisco. |
| 0:26.0 | Thank you, Duke of Discussion. |
| 0:27.4 | Is there anything else you'd like to do to help them? |
| 0:29.3 | Like, like, gay code. |
| 0:31.5 | Like, gay code. |
| 0:32.7 | Not the fence. |
| 0:33.7 | We had two guests on that people just went absolutely crazy |
| 0:38.8 | for the two day. |
| 0:39.9 | But they weren't available. |
| 0:41.0 | So we're just going to talk shit about them. |
| 0:43.8 | No, we have two amazing Davids in our lives. |
| 0:46.6 | David Friedberg and David Sachs. |
... |
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