E1 All-In with Chamath Palihapitiya & Jason Calacanis: US Response to COVID-19 & Impact on Startups, Venture Capital & Public Markets with David Friedberg
03/19/20 • 91 min
2:26 Has the US overreacted or underreacted so far? David & Chamath give their opinions on new directives & statistics
13:15 Thoughts on potential treatment options & policy changes
22:25 Chamath explains the circumstances of recording a podcast while the Stock Market tanks in real-time
25:03 Should the US adopt Chinese & South Korean quarantine strategies?
29:53 What do the current market conditions mean for startups & VC?
41:24 Chamath explains what is currently happening in the capital markets
45:05 How close is the US on being able to do mass-testing?
54:13 Thoughts on bailouts for companies that manipulated their earnings-per-share ratio by stock buybacks? Impact on the global economy
1:03:14 Impact on luxury goods? Should there be a monthly stipend for low-income citizens?
1:12:10 COVID-19 exposing holes in the US healthcare system
1:17:44 Should we ban wet markets globally?
1:24:12 Over/Under: when Americans will be allowed to go out to restaurants again
1:28:18 When will the weekly poker game resume?
2:26 Has the US overreacted or underreacted so far? David & Chamath give their opinions on new directives & statistics
13:15 Thoughts on potential treatment options & policy changes
22:25 Chamath explains the circumstances of recording a podcast while the Stock Market tanks in real-time
25:03 Should the US adopt Chinese & South Korean quarantine strategies?
29:53 What do the current market conditions mean for startups & VC?
41:24 Chamath explains what is currently happening in the capital markets
45:05 How close is the US on being able to do mass-testing?
54:13 Thoughts on bailouts for companies that manipulated their earnings-per-share ratio by stock buybacks? Impact on the global economy
1:03:14 Impact on luxury goods? Should there be a monthly stipend for low-income citizens?
1:12:10 COVID-19 exposing holes in the US healthcare system
1:17:44 Should we ban wet markets globally?
1:24:12 Over/Under: when Americans will be allowed to go out to restaurants again
1:28:18 When will the weekly poker game resume?
Previous Episode
E38: “Angel” Podcast: David Cowan, Partner at Bessemer Venture Partners shares insights on owning up to his anti-portfolio, understanding sunk cost, top traits for becoming a VC & best Founders & CEOs he’s ever worked with
0:53 Jason intros Bessemer's David Cowan
1:54 David explains how he got his start in Venture capital in 1992
4:22 What does Bessemer look for in a potential investor today? How has VC hiring and demographics have changed over time?
8:10 David gives an anecdote about understanding "sunk cost"
14:12 David explains how and why Bessemer started owning their anti-portfolio
16:03 Stories on passing on Facebook, Tesla, Google, PayPal, Napster & Youtube
19:13 What made Youtube standout from Napster from a regulatory perspective
24:05 David describes hearing the Twitch pitch for the first time
26:00 Consumer vs. Enterprise investing
29:42 Sales-driven culture
33:31 When is the right time to sell a company?
41:15 Anti-tech backlash... is it justified?
47:38 Who is the best Founder & CEO David has ever worked with?
52:10 Meeting Wade Foster and investing in Zapier
55:29 Are growth & product people making the best VCs today?
58:53 Thoughts on Quantum Computing
1:02:19 How is David investing in Robotics?
1:09:58 Jason ends the show by showing the trailer to David's Silicon Valley mockumentary "Bubbleproof"
Next Episode
E1038: News Roundtable! Index Ventures’ Sarah Cannon & TechCrunch’s Alex Wilhelm on COVID-19’s impact so far: lessons learned, Sarah’s stimulus plan, endgame scenarios & more
1:04 Jason intros Alex Wilhelm & Sarah Cannon
5:00 COVID-19: Where are we now?
10:12 Have would Obama have handled this situation? What are the proper next steps?
15:29 Sarah lays out her economic stimulus plan
20:29 How much has the political landscape changed over the last few months?
22:08 How would a stimulus plan work in practice?
24:36 What will change about the gig economy and healthcare coverage?
28:35 Will the average American citizen's perspective on the world change?
33:23 Alex shares his thoughts on the media's handling of COVID-19, and what Twitter's role has been during the crisis
45:09 Jason's theory on what we should do differently next time around, and it is applicable in America?
50:08 What is the endgame of COVID-19? How long will it last and how bad will it get?
1:00:42 Chances of civil unrest/chaos? Are testing incentives the best way to bend the curve?
1:10:14 Thoughts on WeWork/SoftBank news & why Sarah didn't invest
1:13:22 How Sarah is advising her portfolio companies during COVID-19, benefits of overcapitalization
1:18:42 Durability of SaaS revenue during a recession
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