E1057: Founders Fund General Partner Keith Rabois on stock market bounce back, domain expertise being overrated, US/China issues, 2020 election, recipe for startups success, chaos making way for a new

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