Episode
E3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg
1:06:37
Published: Thu May 21 2020
Description
Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason https://linktr.ee/calacanis 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
Chapters
Jason Kalikanis and Chamath Palihapitiya bring back two popular guests, David Sachs and David Friedberg, for a round table discussion on life during the pandemic.
00:00 - 01:08 (01:08)
Summary
Jason Kalikanis and Chamath Palihapitiya bring back two popular guests, David Sachs and David Friedberg, for a round table discussion on life during the pandemic.
EpisodeE3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The idea of a small home office might be overrated as people miss the vibrancy of working in an office in commercial real estate, which also contributes to the economy of the city.
01:09 - 04:07 (02:57)
Summary
The idea of a small home office might be overrated as people miss the vibrancy of working in an office in commercial real estate, which also contributes to the economy of the city.
EpisodeE3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
One of the key factors to feeling productive and motivated while working from home is creating a daily rhythm in your routine.
04:07 - 07:19 (03:12)
Summary
One of the key factors to feeling productive and motivated while working from home is creating a daily rhythm in your routine. This can include getting out of the house and changing locations to work, which can help mimic the same feeling of being in an office.
EpisodeE3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The speaker suggests that we should end lockdowns but wear masks as data suggests that those under 60 with no pre-existing conditions are 50 times less likely to develop severe outcomes.
07:19 - 15:41 (08:21)
Summary
The speaker suggests that we should end lockdowns but wear masks as data suggests that those under 60 with no pre-existing conditions are 50 times less likely to develop severe outcomes. In other countries, wearing masks has drastically lowered viral coefficient rates.
EpisodeE3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The speaker emphasizes the need for nuance and proper precautionary measures to be taken amidst the pandemic, such as temperature checking, tracking, and tracing before easing lockdowns.
15:40 - 21:26 (05:45)
Summary
The speaker emphasizes the need for nuance and proper precautionary measures to be taken amidst the pandemic, such as temperature checking, tracking, and tracing before easing lockdowns. He also highlights how the apparent laxity in adhering to lockdown measures amongst people can be highly detrimental to the whole effort of containing the pandemic.
EpisodeE3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The U.S. economy is showing terrible signs due to the effects of pandemic on it, and it may take a period of two to three years or more to recover.
21:26 - 28:22 (06:55)
Summary
The U.S. economy is showing terrible signs due to the effects of pandemic on it, and it may take a period of two to three years or more to recover. However, the potential saturation point, which the U.S. faces in the debt market, may prove to be a root cause of uncertainty in the economy.
EpisodeE3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The behavior of individuals, such as not wearing masks, contributes to the rapid spread of COVID-19 in areas such as New York City, while other areas will experience a slow, steady burn.
28:22 - 35:00 (06:38)
Summary
The behavior of individuals, such as not wearing masks, contributes to the rapid spread of COVID-19 in areas such as New York City, while other areas will experience a slow, steady burn. The decision to wear masks has become a left versus right issue, similar to the boundary conditions seen in the 2016 election, where some individuals say one thing and do another.
EpisodeE3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The use of drugs for treating viruses requires phased clinical trials and randomized testing, but there is still room for debate and political engagement with regards to its effectiveness and people's preference to stay in a certain location.
35:00 - 40:05 (05:04)
Summary
The use of drugs for treating viruses requires phased clinical trials and randomized testing, but there is still room for debate and political engagement with regards to its effectiveness and people's preference to stay in a certain location.
EpisodeE3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The COVID-19 pandemic has forced many people to manage remote work and has shown that it is possible to do so efficiently, which will become part of the upcoming boom and bust cycle.
40:06 - 44:52 (04:46)
Summary
The COVID-19 pandemic has forced many people to manage remote work and has shown that it is possible to do so efficiently, which will become part of the upcoming boom and bust cycle. Remote work has allowed companies to save money on office spaces while still being able to manage teams effectively.
EpisodeE3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The speaker talks about how overreaching regulatory burdens and bureaucrats hinder great new things from happening, often putting small business owners in jail for minor violations.
44:52 - 52:00 (07:08)
Summary
The speaker talks about how overreaching regulatory burdens and bureaucrats hinder great new things from happening, often putting small business owners in jail for minor violations. He also mentions his belief in the eradication of infectious diseases in the next 20 years.
EpisodeE3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The decision to let people from Wuhan travel to the world while shutting down travel to Wuhan within China was fateful for the COVID-19 pandemic.
52:01 - 58:02 (06:01)
Summary
The decision to let people from Wuhan travel to the world while shutting down travel to Wuhan within China was fateful for the COVID-19 pandemic. The speaker opines that it would not be advisable to change the principle of sovereign immunity in the courts to deal with China or India.
EpisodeE3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The U.S. needs to rebuild how it makes stuff and take advantage of new technologies to remain unique and competitive in the world.
58:02 - 1:02:36 (04:34)
Summary
The U.S. needs to rebuild how it makes stuff and take advantage of new technologies to remain unique and competitive in the world. The speaker emphasizes the importance of investing in the manufacturing industry instead of giving up what makes America a leader in the world.
EpisodeE3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The COVID-19 virus affects individuals differently based on their genotype, and researchers are still learning about the specific immune response to the virus.
1:02:36 - 1:06:16 (03:39)
Summary
The COVID-19 virus affects individuals differently based on their genotype, and researchers are still learning about the specific immune response to the virus. Antibody testing and activated T cell testing can help individuals determine if they are in a good position to ward off the virus.
EpisodeE3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Chamath Palihapitiya discusses investing and personal finance, while urging people to wear masks during the pandemic.
1:06:16 - 1:06:35 (00:18)
Summary
Chamath Palihapitiya discusses investing and personal finance, while urging people to wear masks during the pandemic.