Good companies are can t keep getting built. There's still good capital out there. It just needs to be reset a little bit. Until we understand what a series a looks like in twenty twenty one, and what a series b looks like from there, and what axis n late stage capital looks like, you just have to be really cautious. So many ways to lose your shirt right on through the whole private equal system. They doing because they legitimately think the world's reset valuations. I mean, that's my view on what i see....
0:37 Jason intro Alex Wilhelm & Sam Lessin & checks in on how their quarantines are going
5:59 Are they all working more during quarantine then they were beforehand?
9:58 Will we see a birthrate drop due to the crisis?
15:45 Having & raising children in the digital age/COVID crisis
18:24 How are Apple & Google helping with tracking COVID-19, and when do their efforts become a privacy risk?
27:29 For how long would big-tech need personal health data?
31:54 Differences between Facebook & Twitter, Twitter usage for Jason, Alex & Sam
37:41 What is Sam working on with Fin? How has he transitioned his team to remote?
39:47 Who will be impacted by the move away from luxurious big-tech campuses? Will it lead to a competitive disadvantage for companies that are hesitant?
56:19 Disconnect between optimistic public investors & pessimistic private investors
1:00:38 Why early-stage investors are most at-risk in the private market?
1:05:33 Misaligned metrics in VC, understanding massive unemployment numbers
1:11:26 Is government-backed healthcare good for capitalism & entrepreneurship?