Keith Rabois and Jacob Helberg on The US-China Cold War, The Election, and Silicon Valley
b'Keith Rabois (@rabois), partner at Founders Fund, and Jacob Helberg (@jacobhelberg), senior advisor at Stanford Cyber, adjunct fellow at CSIS, and formerly of Google, join Erik on this episode.
They discuss:
- Why the US is indeed in a cold war with China.
- The roles of DC and Silicon Valley in this new cold war.
- The reasons for the foreign policy establishment\\u2019s dovishness on China.
- How economic foreign policy became decoupled from national foreign policy.
- TikTok, and how tech and geopolitics will intersect in the future.
- How the election might play out.
- SPACs and how going public will change in the next 12-24 months.
- The impact of COVID on valuations in public and private markets.
- How COVID impacts remote work and Silicon Valley.
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