Is It a Flue Season?

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We are twenty days into our quarantine when florida just enacted it. And new york was ten days behind us, and they have the biggest outbreak. So if we look at the deaths, listen, one death is horribleso but you do have to think about the totality of this. The people with the best forecasting abilitis seem to think two x flue season....

0:01 Jason thanks the sponsors, guests, listeners & the team for Angel Season 4!
4:38 Jason intros Menlo Ventures' Shawn Carolan
7:26 Thoughts on the market's reaction to COVID-19, when will it get back to normal?
11:51 What advice is Shawn giving to his portfolio founders?
19:07 How has the job of a VC changed with the influx of hundreds of new funds, and what impact has the large amount of dry powder done to the industry? How has Shawn adjusted his approach in response to this?
26:07 Why paying a high price on valuation for dialed in startups (like Shawn did for Uber's Series B) is still a great bet
34:13 Shawn on passing in investing on Mahalo & Jason
36:20 What was it like having a "Force of Nature" portfolio founder like Travis Kalanick, who would destroy any obstacle in his path? What are some great founder attributes?
51:24 Shawn takes us through his Siri investment
57:55 Shawn takes us through his Roku investment
1:02:25 With the influx of Seed & Series A startups, how has Shawn adjusted how he meets founders?
1:05:00 Shawn takes us through his JUMP Bikes investment, are micro-mobility unit economics broken?
1:07:43 What will the outcomes of COVID-19 be in the startup community?
1:28:05 Shawn asks Jason how to best utilize his domain expertise to create high-quality content for Menlo Ventures