The Revisionist History of Silico Valy

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Knowing many of you, from elon to peter to sacx, misfits. It's pretty hilarious too, because you youd define that group as a bunch of misfits. Some of the stuff has become, in a much more common some of it was actually ahead of its time and quite prescient. The ebe group was more like the main stream establishment. We were the israeli debate society or something. No, south african imigrant, all imigrant, bas all immigrants, except me,. All imigrants, a very confitationala culturea debate culture....

0:56 Jason intros Keith Rabois and checks in on his quarantine, Zoom's heightened exhaustion factor & more
5:46 What will the lasting impact of COVID be on Silicon Valley & the startup funding landscape?
8:18 How the early 2000's dot-com bust paved way for a generation of new founders & why the PayPal mafia of outsiders thrived in chaos & became the establishment
14:23 What has happened to intellectual debate during COVID-19? What are first principle thinkers and why are they important to problem-solving?
20:53 Is domain expertise overrated?
22:39 Keith's on his pinned tweet about his perceived recipe for startup success
26:50 In which verticals did Keith find outliers using his low-NPS/fragmented/vertical solution strategy?
32:15 History on US relationship with China, has Trump been right on China threat, should US try and bring manufacturing back from China?
44:41 China's involvement with whistleblowers, benefits of litigation knowledge as a VC, world's reaction to China mishandling COVID info
50:40 Has Biden been soft on China? How will that play into the 2020 election?
1:00:51 Why is the stock market bouncing back so quickly with record-setting unemployment numbers? Will there be another correction?
1:03:59 What is Keith seeing across his portfolio? M&A opportunity for companies like Lyft?
1:09:34 Keith shares thoughts on the right time to go public
1:13:50 Impact of 20% unemployment on startups over the next year, mental impact of lockdown & social isolation
1:20:40 Keith's most positive outlook going forward