Amazon - Is It a Bits and Atoms?

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I think people are scared and terrified to make big bets, particularly like the logistics companies. Imagine if amazon born araby and b out of this. What an amazing brand combination. It's not the craziest idea. Amazon could certainly afford it. A zilla, when they tried to compete with opendor, has had mass ofe challenges. And going from a bits in a advertising base business to having lots of people on scale in the real world. No opendoor is just dominating. So amazon has that. Araby b really wonts to sell, which you really can only buy what's for sale....

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