E3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg

0:01 Jason & Chamath intro David Sacks & David Friedberg
1:15 Everybody gives their quarantine update: Sacks is in Mexico while running Craft remote, Chamath got a new poker table & is excited for shelter-in-place to end, Friedberg is getting back into a rhythm
8:04 Chamath & Sacks reflect on the coming return to normalcy & politicization of the virus
12:41 Sacks on 3 major data-driven discoveries about the virus
15:54 Friedberg on fatality rate data, overestimating the lockdown's impact on stopping the virus
19:32 Getting back to work
21:05 Chamath on the stock market not reflecting the economy, Sacks on what an economic recovery might look like
28:00 Friedberg on potential of another NYC-level outbreak, Chamath on negative impact of left/right culture war
34:05 Sacks on democratic hesitation to end lockdowns giving Trump a strategic advantage, Friedberg on Hydroxychloroquine's benefits/risks
37:57 Sacks on potential resorting of the Bay Area & Silicon Valley due to remote work
41:51 Chamath on benefits of working remote, why San Francisco might lose large numbers of people
45:18 Tesla/Fremont situation a microcosm for politicization of the pandemic, benefits of people starting to distrust inept bureaucrats
49:33 Chamath on the beginning of the modern Cold War, dealing with market conditions considering China's standing in the world, ideological issues
53:46 Sacks on US/China relationship, how US can penalize China
59:25 Friedberg on how US can leapfrog China in manufacturing by using modern, automated solutions