Yer Travel Collects

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People, especially the over 50 60 crowd, are going to go yolo crazy when they're out of this confinement. Yer travel collects. People are doing a lot of searches there. My thesis is this is going to create a pent up demand. Cu for forward and booking everything is going to be off the charts. That's my belief,. cause i'm sitting here going stir crazi I ant to go back to tokio. So again, back to, you know, ipia market will reopen. People will go back to travelling. They love companies like arbe and b they trust. Yet, bran eyr maybet going to be a direct lesting, anyway

0:51 Jason gives some thoughts on quarantine & intros GGV's Jeff Richards
5:11 What will this crisis look like on the other side? Benefits of having a levelheaded approach
11:38 What has Jeff seen from his seasoned portfolio founders who went through the 2008 crisis?
16:21 What advice does Jeff give to first-time founders in his portfolio?
22:22 Investor panic & differences in opinion between independent & investor board members
25:50 What could inexperienced board advice be in a time like this?
30:45 What is GGV's typical check size, how many startups do they invest in per year, and how are their funds divvied up between early-stage & growth
33:26 Chances that current deals could be renegotiated? How can founders price themselves properly?
38:05 Jeff explains liquidation preferences
42:52 How should companies approach taking venture debt in a time like this? What is Jeff's criteria for taking venture debt?
51:11 If things are going poorly, what are some things founders can do to right the ship? Examples of great pivots that saved companies
57:58 What is Airbnb's roadmap from here on out?
1:02:12 Why Jeff doesn't get enamored with IPO valuations & why he is long tech
1:08:18 Thoughts on Zoom, anti-trust laws & more