Who is on this subjectordered by the date of their first quote here
4 of 5 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 23 Jun 2020 — a date, and nothing else. It is not a claim about who reached a view first.
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David Friedberg
11
21 May 2020 – 13 Jan 2026
-33 d
- David Sacks 2 thin 20 Jun 2020 – 20 Jun 2020 -3 d
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Brad Gerstner
3
thin
23 Jun 2020 – 25 Jul 2024
+0 d
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Gavin Baker
1
thin
25 Jan 2022 – 25 Jan 2022
+581 d
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Bill Gurley
3
thin
16 Sep 2023 – 23 Apr 2026
+1180 d
The chronologysourced and dated, oldest first
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David Friedberg
Friedberg admits he vastly overestimated lockdown effectiveness, predicting under 20,000 deaths and return to work by April 7.
“I was like, Oh, April 7, we'll be back to work. And I also had a bet going with you guys and I said, gonna have less than twenty thousand deaths in The US.”
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David Friedberg
Friedberg cites recent paper showing 40-60% of population has T-cell immunity to COVID from prior common cold exposure.
“And the reason is that they've had other coronaviruses through a common cold and they've developed this immune response.”
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David Friedberg
Friedberg argues that two-thirds of the population under 60 without preexisting conditions face minimal COVID risk.
“for people 60 who don't have these preexisting conditions, it's just not, yes, there's always examples to the contrary, but it's not this sort of gigantic risk.”
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David Friedberg
Friedberg argues two-thirds of the population faces low COVID risk yet remains locked down.
“And so for two thirds of the population, they don't have a huge risk and we're still locking them down.”
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David Friedberg
Friedberg cites research showing 40-60% of people have T cell immunity from prior coronavirus exposure.
“And the reason is that they've had other coronaviruses through a common cold and they've developed this immune response.”
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David Sacks
Sacks cites Japan, South Korea, and Czech Republic as proof that mask-wearing controls COVID.
“South Korea, fifty one million people under three hundred deaths. You take a a Western European nation like Czech Republic, they had a huge COVID outbreak, a spike just like the rest of Europe.”
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David Sacks
Sacks says the right policy is ending lockdowns while wearing masks, but politicians split on both.
“I think the right policy is to end lockdowns but wear masks. The problem with the politicians is half of them didn't want to end lockdowns and the other half didn't want to wear masks.”
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David Friedberg
Friedberg predicts staged vaccine release starting in Q4 2020 with production already ramping in parallel to testing.
“I think there's gonna be a staged release of vaccines that'll probably, believe it or not, start in Q4 of this year. And there's been production ramp up going on in parallel to testing.”
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Brad Gerstner
Gerstner deployed hundreds of millions into private software in late March/early April 2020 during COVID crisis.
“During periods of crisis like we've experienced over the last ninety days, I mean we put hundreds of millions of dollars to work in the private software market at the end of March and early April, because we weren't thinking about the next six minutes or the next six weeks”
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David Friedberg
Friedberg compares COVID behavioral changes to post-9/11, arguing permanent shifts aren't driven by science but politics.
“It's all politics and social behavior. It has nothing to do with science. Like, after nine eleven, there were no more serious, like, terrorist attacks on The United States, but our fucking lives changed dramatically.”
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David Friedberg
Friedberg compares COVID response to post-9/11 changes, arguing behavioral shifts persist regardless of actual risk levels.
“It has nothing to do with science. Like, after nine eleven, there were no more serious, like, terrorist attacks on The United States, but our fucking lives changed dramatically.”
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David Friedberg
Friedberg argues COVID behavioral changes will persist like post-9/11 TSA security measures that remain twenty years later.
“We go sit in TSA lines and, you know, get our asses swabbed when we get on an airplane now, And that's still going on twenty years later.”
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Brad Gerstner
Gerstner argues markets correctly priced digital transformation arc despite initial concerns after 50% bounce in May.
“What it has been slow in pricing in is how dramatically different the arc will be for many of these digital businesses. I remember having conversations with Rich and many others in May.”
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Gavin Baker
Baker says goods spending is $500B above trend while services spending is $500B below trend.
“If you trend out and look at real personal consumption expenditures, goods spending is roughly $500,000,000,000 above the pre COVID trend line. Services spending is 500,000,000,000 below the trend line.”
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Bill Gurley
Gurley says Germany validated 96 COVID test vendors while US approved only three.
“Germany leaned heavily into rapid tests. They got their scientists together, and they evaluated a 122 different vendors and validated 96 of them.”
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Bill Gurley
Gurley reveals FDA antigen test overseer Timothy Stenzel previously worked five years at Quidel and four at Abbott.
“This guy's name is Timothy Stenzel. Now, he works for the FDA, and he runs the group that oversees which antigen test gets approved.”
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David Friedberg
Friedberg states global malnutrition rose from 600 million to over 1 billion people since COVID.
“In the last two years since COVID, we've unfortunately seen a reversal in global malnutrition statistics. You know, we were at 600,000,000 people, living on less than 1,500 calories a day just before COVID.”
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Brad Gerstner
Gerstner states lockdowns achieved nothing according to excess death data and lost generations of kids from school.
“I think most people believe there were consequences to lockdowns definitely with kids. Yes. Lost generations of kids from school.”
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David Friedberg
Friedberg argues leaders must synthesize multiple data streams rather than listen only to single-issue safety commissioners.
“But thinking through the second and third order effects of what would happen to kids if you kept them out of school for six months, what would happen to the economy if you shut down businesses.”
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“I think the marginal cost of a PCR test was below $2, and the average price that was recompensated by the government was over $100.”
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Where they overlapsame programme, same subject
- All-In Podcast also carries Bill Gurley, David Friedberg and David Sacks on this subject, at different times.
- Invest Like the Best also carries Brad Gerstner and Gavin Baker on this subject, at different times.