All-In E9: Trump has COVID, First debate reactions, Coinbase letter response & more
Episode 9 • 10/3/2020
Key discussion topics:
Trump's COVID Diagnosis
- Discussion of Trump's COVID diagnosis and treatment with the experimental Regeneron antibody cocktail
- Detailed analysis of treatment by Friedberg, explaining the 8g immunoglobulin therapy
- Debate over implications for the election and presidency
- Breaking news during recording that Trump was being moved to Walter Reed Medical Center
First Presidential Debate Analysis
- Consensus that the debate was chaotic, with Trump's constant interruptions being counterproductive
- Biden exceeded expectations and had strong moments, particularly when discussing his son
- Discussion of debate's potential impact on undecided voters, especially suburban women
Coinbase Political Speech Policy
- Extended analysis of Brian Armstrong's controversial memo banning political discussions at work
- Chamath criticized the memo's writing while supporting some core ideas
- Debate over whether companies can/should separate business from societal issues
- Discussion of how to properly implement workplace political speech policies
2021 Outlook
- Generally optimistic outlook for economy and technology
- Discussion of capital velocity and opportunities in current market
- Prediction that tech dispersion from SF to other US regions will be beneficial
- Betting odds discussion gives Biden 65-70% chance of winning election
The episode showcased how rapidly news cycles move in 2020, with the Trump COVID diagnosis overshadowing what was meant to be primarily debate analysis.