Real Coffee with Scott Adams - March 05, 2020


Episode 840 Scott Adams: Conversation With Naval Ravikant About Coronavirus


Episode Stats

Length

37 minutes

Words per Minute

190.78477

Word Count

7,213

Sentence Count

496

Misogynist Sentences

3

Hate Speech Sentences

12


Summary

Naval Ravikant, founder of AngelList and legendary investor, joins me to talk about the coronavirus, and why we should be worried about it. We also talk about how we can prepare for the possibility of viruses and bioweapon attacks.


Transcript

00:00:01.000 Hey everybody, this is Scott Adams. Welcome to Coffee with Scott Adams. This is a very
00:00:05.060 special one with my guest, Naval Ravikant, founder of AngelList, legendary investor,
00:00:11.660 but more importantly, lately, one of the clearest thinkers in the United States, maybe the world.
00:00:17.520 I refer to Naval all the time as the smartest person I know with the most impressive talent
00:00:23.400 stack. But, you know, it's a dangerous time. And after we do the simultaneous sip, which
00:00:29.140 I'm hoping Naval, you'll join me with. Let's do the simultaneous sip. We don't need a preamble.
00:00:36.140 Go. Oh my God. So, we got this. I will say, given your stellar introduction,
00:00:47.180 I do have to point out that Scott is a recluse and doesn't know very many people. So, that
00:00:51.940 definitely helps. If I ever meet somebody smarter, you're going to get demoted from smartest person
00:00:57.240 I know. All right. So, you know, this coronavirus is, of course, the big story. And the government's
00:01:04.860 doing a pretty good job of telling us what to do. You know, wash your hands, don't sneeze on grandma,
00:01:10.360 don't go to China. But they're not doing a good job of telling us how to think, how to think about it,
00:01:16.120 how to feel about it. And that's what you are perfect for. Tell us what we should think about
00:01:21.760 this coronavirus. How afraid should we be? How should we frame this for the most productive
00:01:28.000 approach to it? I think, essentially, the coronavirus is going to push us to do things
00:01:34.360 that we should probably already be doing as a society. Firstly, we do need to practice higher
00:01:39.680 and higher levels of hygiene in this highly interconnected world. Who doesn't want to be
00:01:43.840 cleaner all the time? Everybody I've ever met wants to be cleaner. Everybody admires people who are cleaner
00:01:49.040 than them. Everybody likes going to places that are super clean. Everybody, when they first go to
00:01:53.360 Japan, has this reaction of, oh, my God, look how clean they are. And it's never looking down on them.
00:01:58.120 It's always looking up at them. So I think as a society, it will make us more hygiene conscious,
00:02:02.920 which will help us just reduce spreads of the common cold and the basic flu. So I think in that sense,
00:02:09.580 it is very helpful. Secondly, I think it'll move us more towards the future faster. Robotics,
00:02:15.120 automation, telepresence, VR, remote work, all those things that are coming anyway. I mean,
00:02:21.200 let's face it, most of white collar jobs are just LARPing, right? You're just running around
00:02:24.960 pretending like you're doing work in meetings. And I think this will expose a lot of that.
00:02:29.000 The actual productivity in most white collar jobs is in a small creative portion, which this will
00:02:35.000 emphasize. And it'll force us to sort of make that solve the collective action problem of moving to
00:02:40.420 those tools. And then I think it'll also cause us to do basic preparedness for viruses and bacteria
00:02:48.360 that we need as a society, because synthetic biology technology is getting easier and easier
00:02:52.940 and spreading more and more. So it's only a matter of time before we see engineered viruses and
00:02:57.560 bioweapons. And so as a society, if we're better prepared for that, it's good.
00:03:01.760 I saw your tweet in which you refer to it as essentially a series of wars that we, the big
00:03:10.960 creatures of earth, the humans are going to have with the small creatures, the viruses.
00:03:16.920 Yeah, this has always been true. If you look at humans, we've been the apex predators on planet
00:03:22.000 earth for a long time. Ever since we discovered fire or tools, we've basically taken over and killed
00:03:27.760 everything else, right? As soon as humans invented spears, axes, and fire, that was it. We won.
00:03:32.980 And every other species got driven into extinction or domestication to the point now where the lowest
00:03:38.140 ranking human outranks the highest ranking animal. Like the top dog in the world is lower status than
00:03:45.600 the lowest human. You would put that animal down if it attacked that human. So we've conclusively won
00:03:50.480 against all the big things. So our remaining natural predators, and actually they're not quite
00:03:55.080 predators that consider us their habitat, are bacteria and viruses. And that's a very broad
00:03:59.740 generalization. It's like saying plants and mushrooms or fungi. So obviously there are good
00:04:04.400 bacteria and even good viruses that we use that are symbiotic, but for every symbiote in the animal
00:04:10.500 kingdom, there's six parasites or so. That's the rough ratio that I've heard. So bacteria and viruses
00:04:16.820 are our last major remaining enemies, with one exception, mosquitoes. And mosquitoes are actually
00:04:22.820 caused damage to us by carrying bacteria and viruses, by injecting us with pathogens. They're
00:04:27.320 just flying needles, right? That's the way to think about them. So bacteria and viruses compete with
00:04:32.420 us. And there's this hypothesis called the Red Queen hypothesis. It's named after Alice in Wonderland,
00:04:37.100 where the Red Queen and her guards are running really fast, but they're all kind of running in place
00:04:41.680 against each other because the ground keeps moving. So the idea there is that bacteria and viruses
00:04:46.560 evolve to compete with us and infest us. And we evolve in such a way to get away from them.
00:04:53.320 And so we use sexual selection, which is Scott Adams goes and find Christina Basham. And this goes
00:04:58.200 through a long selection cycle. And then your genes mix with her genes. And then your children,
00:05:02.980 which I hope you will have, you know, can use whichever genes are best adapted to this environment
00:05:07.280 to resist the next generation of viruses. And viruses are mutating. They're not intelligently
00:05:13.660 selecting other viruses to mate with. They're not sexual. They're asexual. But they're just
00:05:18.600 replicating mindlessly and mutating. So they're much less likely to pick the right gene. But they're
00:05:24.440 so short lived that they're getting many, many, many more mutations. And if you look at the amount
00:05:29.260 of genetic variation that a bacteria or virus will get over 20 years, it's roughly similar to what a
00:05:35.260 human will get over 20 years. But a human will do it by wandering around their entire life and find the
00:05:39.980 proper mate to mix their genes with. The bacteria or virus will do it just by massive amounts of
00:05:44.360 replication. So there has always been this race going on, this Red Queen style race between bacteria
00:05:50.120 and viruses and us. And we fight through genetic selection and mate selection, and they fight
00:05:55.980 through mutation. And now, because of the huge interconnectedness we have, humans living in urban
00:06:02.440 environments, traveling around airplanes, you know, shaking hands and doing a lot of business with each
00:06:08.460 other, we're spreading these bacteria, bacteria and viruses much faster. We also have a much larger
00:06:13.140 population. So now you have seven or eight billion hosts within which a bacteria can mutate, as opposed
00:06:18.540 to just a few hundred thousand hosts 100,000 years ago. So we need to use technology to combat that to
00:06:25.620 offset that. And we're going to use things like vaccines, therapeutics, handwashing, hygiene, antibiotics,
00:06:33.200 social distancing, etc, etc, to resist that. So that's kind of my general thesis.
00:06:37.420 Do you think it's reasonable, I've seen a few people hypothesize that because of how we're
00:06:43.100 changing our lifestyles to protect ourselves from all this stuff, that we might actually end up saving
00:06:48.940 lives, even if the coronavirus is pretty bad, we could end up ahead? Is that possible?
00:06:56.100 Yeah, there's some data around that out of Hong Kong that's showing that social distancing is working.
00:07:01.180 Hong Kong was hit very badly by SARS. And so they reacted very quickly and vocally to what just happened in
00:07:06.580 China. And basically, people just stayed indoors and forget about what the government orders and what
00:07:10.980 the government doesn't. I think the government's ability to actually do things is very limited in
00:07:14.860 these cases, and people have to save themselves in a decentralized manner. And people in Hong Kong
00:07:21.080 just stayed indoors and wore masks, and they washed their hands, and they kept their distance from each
00:07:25.000 other. And you can see in the data that not only did coronavirus stop spreading or get contained,
00:07:29.800 but everything went down. So the influenza went down, and common colds went down, and other viruses went down.
00:07:35.880 So it works. I mean, viruses have very specific methods in how they spread. And a human being is a much
00:07:44.840 smarter entity than any given virus. So if each one of us is taking care of ourselves, the problem takes care of
00:07:50.480 itself. So let's talk about some of the news, you know, it's tough to peer into this fog of war, and know
00:07:59.120 what's true. So China is saying that they've got a, at least maybe they've turned the corner, and the new
00:08:06.480 cases are less than than they had been. Do you think that's real? Do you think China's given us the straight
00:08:12.800 scoop? I mean, they acted pretty aggressively, could be true.
00:08:16.480 Actually, I do believe them. And it's not that I believe them, because I think the government there
00:08:21.440 is a paragon of transparency and virtue. I think it's because they don't gain much by lying. If they
00:08:27.120 if they lie, and if the thing's not under control, and everybody starts going back to business as
00:08:31.040 usual, people can start dropping that again. And that's going to be a disaster for them economically.
00:08:35.200 Of course, but they have lied up till now. Pretty much everybody tries to suppress it when they
00:08:40.560 thought that it was just rumor mongering. They're also China is more decentralized. And I think people
00:08:45.040 give it credit for a lot of what goes on the local level, you know, it takes time to filter up to the
00:08:49.600 big bosses level. It's a very large country. It's not a it's not a single unified monolith. So I think
00:08:55.280 they were definitely not the most competent in their initial handling of it. But I don't think that
00:09:00.960 they're overtly explicitly lying. I think the bigger danger with China is that as they return to business
00:09:06.560 as usual, it starts spreading again. But there are countervailing factors like it's going to get warmer,
00:09:11.120 and people on average are just going to be a lot more careful. Even if they say go back to work
00:09:14.880 to everybody tomorrow, they're all going to be wearing masks still, they're all going to be
00:09:18.240 washing their hands all the time. They're not going to be hugging each other. They're not going to be
00:09:21.840 within close quarters of each other. And my guess is that public events and buffets and church
00:09:26.960 attendant gatherings and so on will still suffer from low attendance. And the cruise, the cruise ship
00:09:31.360 industry is dead never to return. Unfortunately, I think you're right about that. I had a plumber come over
00:09:36.960 yesterday. And I tried for the first time, the non handshake greeting, you put out his hand and I
00:09:43.680 did that, you know, Coronavirus, sorry, you know, nothing personal, sort of testing it out to see,
00:09:50.080 does it work socially. And it was a little bit awkward, but not enough that I'm not going to do
00:09:55.520 it again. So the easiest, the easiest way to handle that one is this is something I've been doing for
00:09:59.280 months now, which is I just tell people, I'm just getting over a cold. And they just back off. So it's
00:10:04.640 basically, it's not you, it's me. That excuse would never work better than today.
00:10:10.080 Exactly. So that would be my advice to people. You can say I'm getting over a cold.
00:10:14.080 I've got a little chest tightness here. Exactly. Keep your distance. Now, there was an article I
00:10:21.760 just read about the cruise ship, which for all the wrong reasons, it turned out to be the best
00:10:27.120 laboratory. Because you had people in a closed setting, you could really know who these people are,
00:10:32.560 and then you could look at the result. And one of the outcomes of that is that nobody under 70
00:10:40.720 has died out of over 700 people infected on that ship. So that's impressive. But also,
00:10:48.640 they did not get care that quickly, and they were not identified that quickly. So if you assume that
00:10:54.960 only the older people were even affected, and now that we know that's where the real risk is,
00:11:01.280 we could really put a, you know, sort of a wall around our oldsters, isn't it possible that even if
00:11:07.760 this virus is 10 times more viral, that because the people dying from it can be easily identified
00:11:15.440 and walled off, isn't there at least some hope that now that we're no longer caught off guard,
00:11:22.960 we could drive down the death rate to ordinary flu levels, which is plenty bad, but not-
00:11:28.800 Yeah, I don't think it goes down to ordinary flu levels. This thing is much worse than the ordinary flu.
00:11:33.040 For one thing, it's far more virulent. You know, the R0, the spread factor is multiples of what is
00:11:38.480 the flu. The flu is like a 1.28. This is like a 3.0.
00:11:41.520 But that's what the virus itself can do. But if you factor in our response to it,
00:11:50.880 we would effectively lower it.
00:11:52.960 That's true. I think we can effectively lower it. But I think it's going to require a level of
00:11:57.040 self-quarantine and hygiene that the American population is currently not engaged in. At
00:12:01.840 least in San Francisco, 99% is business as usual. And if it's going to spread anywhere,
00:12:06.800 it's in San Francisco because you're in a cold, urban environment that's directly interconnected
00:12:11.120 to Asia. So I walk around the street, nobody's wearing masks. Everyone's still going to events
00:12:17.520 and gatherings. People are still shaking hands and high-fiving. So we do not have anywhere near
00:12:22.400 the level of self-control that I think would be required to actually lower the spread factor.
00:12:27.760 Secondly, this thing does kill people in their 20s and 30s and 40s. It's just statistically a lot less
00:12:32.160 likely. But it has a high comorbidity rate. So if you have an existing condition, which could actually
00:12:37.760 just be a flu or cold, it can go haywire on you. So 20-somethings and 30-somethings have died from
00:12:43.840 this. It's just in the under-10 category that we've hardly seen anything. The children seem to be very
00:12:49.360 immune to it. Well, what's interesting about the cruise ship is that there were enough people
00:12:53.920 that we should have seen 30-year-olds dying if people who had good modern care were going to die.
00:13:02.640 And none of them did. That's pretty telling. Yeah, the counter-argument is also who has good modern
00:13:08.240 care because the current ICU system, the intensive care unit system is built on an assumption of a
00:13:13.920 very small number of beds being needed at any given time. So if this thing really does land 20% of
00:13:19.120 people in the intensive care unit, like some estimates say, then it'll easily overwhelm the
00:13:24.640 hospital system. And you will end up with higher morbidity rates. So a lot of it is about spreading
00:13:30.720 it out, spreading out the illness. Like if we just all take care of ourselves and summer arrives,
00:13:36.480 then hopefully the sick don't arrive all at the hospital all at once. But there's already evidence
00:13:42.160 that that's happening. In South Korea, the hospitals are full. And South Korea is extremely well
00:13:47.440 run and managed in this regard. So I don't think we're out of the woods here. I think we're actually
00:13:52.800 just entering the time period in the US where we're going to have to take some measures, maybe
00:13:59.040 not as extreme as China, but we're going to have to start doing social distancing to protect ourselves.
00:14:04.320 And I'm hoping that the warm weather will save us, frankly, because nobody knows with this particular
00:14:10.720 virus and the flu does spread in warmer weathers. But in general, the warmer the climate,
00:14:16.000 the more humid the climate, the lower the spread factor, because these are airborne viruses that
00:14:20.320 like cool and dry and don't like hot and humid. Now, here's an interesting, maybe just completely
00:14:25.920 coincidental, and you can help me sort this out. The places with the biggest problems, coincidentally,
00:14:32.320 have the worst air pollution. So even people don't realize, but Italy has the worst air pollution in
00:14:38.720 Europe. South Korea is a mess. And here's the weird part. Cruise ships, I just read an article that said
00:14:45.680 the air on the deck of a cruise ship, not even below deck, on the deck of the cruise ship, the air
00:14:52.160 quality was worse than Tehran. Now, so I've asked people, could that be a correlation? And there are
00:14:59.680 actually a number of different ways that it could be. One is that it decreases the sun shines, and there's a
00:15:05.200 vitamin D hypothesis that, you know, if you're low, you're more susceptible. One is that the pollution
00:15:11.920 just lowers your resistance in general. What my own hypothesis is that maybe the virus actually
00:15:20.480 becomes more easily airborne if it hitches a ride. Apparently, that's a real thing. A virus can hitch
00:15:27.040 ride on dust. So, and then, you know, but you have the other correlations that are heavy smoking areas
00:15:35.200 and high density, etc. I think high density is actually the Occam's razor one. Asian cities are
00:15:40.720 much higher density than Western cities. Even in Italy broke out in the Turin Marathon at first.
00:15:46.720 You know, Quam, you have huge amounts of travelers and pilgrimages coming in and sitting in like large
00:15:52.560 gatherings. So I think just high density of people is the most obvious thing. If there's a large group
00:15:58.720 of people gathering indoors, that's the perfect spot for a virus. If you have a small number of
00:16:05.040 people spread out on a tropical beach, that virus is not going to get a foothold. So I think there's
00:16:10.000 some common sense that we're just evolved as humans to realize this. Here's a very simple way to think
00:16:15.040 about how embedded this is in human society and culture. Colds tend to occur during cold weather,
00:16:23.120 and the people in cultures where they have a lot of cold weather tend to have cold behavior
00:16:28.720 and cold attitudes. Why do you use that word cold to remember to an illness, to remember to refer to,
00:16:35.200 to refer to an illness, to refer to a weather, and we use to refer to a set of behavior patterns,
00:16:40.080 cultural behavior patterns. We use the same word for all three things. That right there should clue you in
00:16:45.360 on where these things replicate. And this is knowledge that's embedded in the English language and goes
00:16:50.480 back thousands of years. So if you look at the so-called cold cultures, like Northern European
00:16:55.360 cultures and Eastern European cultures, they're not bear hugging you. They're not singing and chanting
00:17:01.120 and holding hands together. They're generally sitting far apart. They're very suspicious of each
00:17:08.000 other. You know, they're not engaging in large gatherings. And they're generally, and when it can, and these
00:17:15.200 cultures also have long traditions of, for example, sauna use and hot springs, because they're trying to
00:17:21.120 induce artificial fevers in their body. They also tend to favor, you know, tend to worship being in the
00:17:27.360 outdoors and being in nature. If you go into kind of warmer weather cultures, like for example, India,
00:17:34.160 the ones that are evolved in hot and humid environments, what they have to worry about
00:17:38.000 are waterborne diseases. So they're constantly boiling their water or they're spicing their food
00:17:42.960 because they're trying to kill the waterborne diseases. Whereas in cold weather cultures, you're
00:17:47.680 trying to fight airborne diseases. So I think you just need to have a cold personality and go to a warm
00:17:52.960 climate if you want to avoid colds. Well, I'm looking at the big implications because it seems
00:17:58.640 to me that we have a pretty good formula for how to keep grandma safe. You know, grandma, you know,
00:18:04.720 don't talk to anybody who's been to the concert. Let's take you out to the country. You know,
00:18:09.520 he'd just keep you away from people. I have a away from little kids. Well, we don't know right now
00:18:15.200 if little kids are spreaders or not. Little kids do get it. They tend not to get very sick from it.
00:18:21.680 The question is how much viral shedding and spreading do they do? If they do do a lot,
00:18:26.240 then the obvious vector would be that it spreads in schools. The kids are largely asymptomatic or
00:18:30.800 unhurt. They bring it home. Grandma's living at the house and she gets sick. So that is a vector
00:18:35.120 that we have to test. If I had to predict, I would say schools will shut maybe for a month,
00:18:40.560 whatever's the right amount. I don't think there's any chance it won't happen in this country. Do you?
00:18:46.640 Don't you think schools are going to shut for maybe a month? I think schools have to shut,
00:18:50.400 and I think large public gatherings have to be canceled. And I think large public gatherings
00:18:54.320 are going to be canceled not because the people organizing them want to cancel them. There's too
00:18:59.360 much money at stake. For example, South by Southwest and the Olympics, it's just that nobody's going to
00:19:03.680 show up. People are going to clue in. All it's going to take is a few people dropping dead and then
00:19:07.920 everybody will run for the hills. The harder part is school cancellation because schools aren't really
00:19:13.680 about education. Let's face it. Schools are an extended form of daycare and socialization.
00:19:18.320 So if you cancel schools, then you have a daycare problem for adults.
00:19:22.640 You know, well, I'm going to be the voice of optimism on this because I think the country
00:19:29.120 needs to hear that we're capable and we're strong. If this were just one person who had a daycare
00:19:37.120 problem, that's a problem. But if the whole world has a daycare problem, I'll watch your kids.
00:19:44.160 Yeah. Yeah. It takes a village to raise a child. And if we do collective child watching,
00:19:48.640 then it gets pretty easy. Right. So we have a whole host of problems
00:19:53.520 that would be caused by this that I believe are probably relatively solvable. Let me talk about
00:19:57.680 another one. Just to finish that off, I think that this is a huge boon for the homeschooling movement.
00:20:02.240 This is your moment. Yeah. I mean, it could change civilization quite permanently and
00:20:07.840 forever and maybe for a good... I've said for a long time that where homeschooling is going is a
00:20:12.720 virtual reality. Yeah. I've got my little virtual reality set over here. You spend five minutes in
00:20:18.720 that and then you say to yourself, okay, would I rather learn history by reading a book or would
00:20:24.960 I rather stand in the middle of Napoleon's battle? Right. There's just no question where it's all going.
00:20:34.320 So businesses. Now, one of the big fears is that the economy will get crushed worldwide,
00:20:40.960 big depression, et cetera. And I'm a optimist on this. Obviously, there'll be a big disruption.
00:20:47.280 So there's no question about that. But how bad it becomes, I'm going to add this context.
00:20:54.080 And I could do this because I'm the creator of Dilbert. You could take 20% of any workforce
00:21:00.160 and remove them from reality and nothing would happen. I think it's more than 20, but yeah.
00:21:05.280 Yeah. Nothing would happen. And the reason I know that is not just experience, but it's called summer.
00:21:12.720 Right. It's called Christmas. You know, we routinely have 20% of people.
00:21:18.000 You also see this when people go on strikes or there's a government shutdown, you're like...
00:21:23.840 When I worked for the phone company, the local phone company, I was a salaried employee. And when the
00:21:29.520 non-salaried people went on strike, which happened a few times, we so-called managers or salaried
00:21:35.760 people would have to fill in. So there's a very small number of salaried people compared to all
00:21:40.320 the union people. Didn't make any difference. You know, 20% of us did the job of 80. We just didn't
00:21:48.160 do the big projects and the long-term stuff, put that on hold for a month and it was fine.
00:21:52.080 And if you buy the creative destruction argument, we're going to go through a shift and the new
00:21:56.640 industries that we shift to are actually going to be better for the economy longer term. So,
00:22:01.600 you know, going to remote work may end being more efficient. You may be able to hold more
00:22:05.680 jobs as a remote worker because you just get the job done instead of having to do FaceTime at the
00:22:09.440 office. Even there was some concern that Uber and Lyft would take a big hit because who wants to get in
00:22:14.400 the car with a stranger, but it turns out that may be better than getting in a subway or a bus.
00:22:19.760 So people switch away into other models of doing things. I think people are fundamentally
00:22:25.200 creative and innovative and consumptive and they don't stop doing that. They just change how they
00:22:30.560 do it and what they do it around. Like this is going to be a huge boon for Netflix and Slack and
00:22:34.640 companies like that, which rely on people staying indoors. Zoom is going to do great. Here we are on
00:22:39.600 Zoom. I was thinking this morning how I could invest and make money on this and I had to talk
00:22:45.440 myself out of thinking about that. You're already kind of invested in that by living in the Bay Area
00:22:50.720 and kind of being in tech companies in various ways. Yeah. Also, your viewership should go up.
00:23:01.040 That's something you could track. Yeah. Maybe we induce a panic and then everybody comes to our
00:23:06.080 Twitter in person. Never mind. I call that marketing.
00:23:09.920 Yeah. Marketing. Do you think, and I know that there's no way to know this, but just
00:23:15.280 based on your broad understanding of the world, do you think there's a genetic
00:23:20.080 element to who's susceptible to the coronavirus? It doesn't have to be an ethnic.
00:23:25.840 No, no, there probably is. But I think there's probably, so it binds to this thing in the lungs
00:23:32.400 called the ACE2 receptors, which is overexpressed in Asians and in males. On the other hand,
00:23:38.320 it does seem to be killing Iranians and Italians and so on as well. So I don't think that that's
00:23:42.880 going to necessarily mean that it's focused in one part of the population, but definitely
00:23:48.480 people who evolved or grew up or came through generations of people who lived next to animals
00:23:54.720 have higher resistance to diseases like flu and smallpox than people who didn't. And you can see
00:24:01.680 the clear evidence of that. And when the conquistadors first got to South America or the colonizers got to
00:24:08.400 North America, you know, they basically almost accidentally killed all the native populations,
00:24:13.840 maybe deliberately, maybe accidentally, but by spreading flu and smallpox. But those are flus and
00:24:18.960 diseases that they themselves were immune to because they and their ancestors had been exposed to them
00:24:23.840 because they had grown up in cold climates where you bring the animals indoors during the winter.
00:24:28.560 And so you grow up next to animals and all the animal born diseases. And as opposed to Native
00:24:33.520 Americans who are running around outdoors and didn't have this concept of living indoors with
00:24:37.120 cattle or domesticated animals. So there's definitely a genetic component to it. And there's a historical
00:24:43.840 component to it. But we're not going to be able to suss that out without massively genome sequencing
00:24:48.720 everybody and drawing large scale patterns.
00:24:50.560 Well, I'm, I'm almost wondering if you could just take the cruise ship or,
00:24:55.600 you know, some group like that and just sequence them and
00:24:59.760 sequencing is cheap. We could probably start doing it. We could probably start sequencing all the patients
00:25:05.360 and then seeing what level they end up at and then using that to figure out who to put in the front lines
00:25:10.800 of healthcare or not. This is an idea floated by Balaji Srinivasan recently, a mutual friend of ours, who's
00:25:16.320 really declared what he calls World War V, World War virus, World War V. It's pretty clever.
00:25:22.640 And it's going full scale on this thing. But he basically made that point, which is you should,
00:25:27.280 we should be doing the sequencing and testing to figuring out which healthcare workers should be
00:25:31.120 front of the line and which ones should be back of the line.
00:25:33.520 I saw an article the other day that, um, the, um, the Neanderthal gene, you know, or however much DNA
00:25:42.800 we got from them might, um, might have something to do with your susceptible susceptibility to some,
00:25:48.720 you know, common, common colds and viruses and stuff. So it's going to be something like that,
00:25:54.160 whether it's. Yeah. I don't know if you, I don't know if there's a single Neanderthal gene. I'm always
00:25:58.480 suspicious of those kinds of correlation. They're too neat, right? Like they make for good headlines.
00:26:03.200 Um, you know, I'm sure there's a baboon gene and there's a squirrel gene in you somewhere,
00:26:07.920 right? Okay. Now have you, have you done your 23 and me or something like that to see if you have
00:26:13.040 any, I've got a little bit. I've got a little bit. I didn't do it for two reasons. Uh, one is those
00:26:17.680 things are incredibly non-actionable. Like they don't actually tell you what to make it any different
00:26:22.640 short of like, don't marry somebody else who's missing the exact same gene. And that's very unlikely.
00:26:27.440 In my case, I'm not going to change my spouse based on that. Um, and the second reason I didn't do
00:26:32.160 those is because, uh, the privacy around them right now is very suspect. They will use that
00:26:37.040 to arrest your second cousin who turns out was a serial killer, um, or was near a murder scene or
00:26:42.320 what have you. So I just don't want my kids, I don't want to get sequenced and sell out my kids' genes
00:26:46.640 in the process. What kind of criminals are you raising there? We'll find out. Yeah. Hopefully smart ones.
00:26:53.520 Yeah. You know, I, I think the whole privacy boat has, uh, that left a long time ago. I mean,
00:27:00.240 I just, you're, you're correct in, uh, in that physical privacy is gone. Uh, there are cameras
00:27:05.840 everywhere and sure. Yeah. Eventually there'll be gene surveillance networks everywhere. So I think
00:27:10.560 physical privacy is dead, but I think digital privacy will be alive and well through encryption.
00:27:15.360 That'll be a very different kind of underground privacy, but well, not for you and me, but you
00:27:20.880 know, the first pseudonymous internet trolls privacy is still around. Yeah, that's right. You know, for,
00:27:27.680 for you and I, we have this weird, uh, future feeling where we know what it's like to not have privacy
00:27:33.680 the way that regular people who don't operate in the public already have. And for me, I don't know,
00:27:40.560 do you ever have any, you're, you roughly have a similar situation to me, which is people will
00:27:46.240 recognize you, especially in the Bay area. Is it ever a problem? Uh, it's inconvenient at times,
00:27:52.480 but I brought it on myself. So it's not, it's not really a problem. I mean, fame, minor fame,
00:27:58.000 being like a B list or a C list celebrity has some slight advantages. Um, but it also has significant
00:28:03.680 disadvantages. Like, you know, it's hard for me to travel to a lawless country anonymously.
00:28:07.680 Uh, so, uh, so there are, there are parts of the world where I just won't go to anymore.
00:28:13.360 Um, overall, I would say for me, the harms outweigh the benefits, but I might just be saying
00:28:20.400 that like, if you took my fame away tomorrow, I might be screaming for it back. It's, it's very
00:28:24.720 hard to say. I don't think, I don't think I'm self-aware enough to know. I would say there's more
00:28:29.440 good than bad. You know, the good is it makes me feel good. Every once in a while, somebody approaches
00:28:34.640 me in the grocery store and I'm usually happy to see them. So yeah, I think I would rather be
00:28:39.120 rich and anonymous than poor and famous, but a lot of times rich and famous go together,
00:28:45.200 poor and anonymous go together. So if I had to choose between those two, yeah, of course I'll
00:28:49.120 take rich and famous over poor and anonymous all day long. So let me, let me ask you, um,
00:28:54.400 this is sort of a psychological question, but it has to do with the coronavirus. Are you doing anything
00:29:00.080 to prepare? Because I think, I think people want to feel that they're doing something
00:29:05.440 and actually doing this, doing this, what we're doing right now is part of what I felt I could do.
00:29:10.800 Like, I feel like I want to help. Yeah. I'm doing something for things for myself to stay healthy,
00:29:15.760 et cetera. Are you doing anything? Yeah. Look, I'm an obsessive, slightly paranoid,
00:29:21.360 heavily paranoid person by nature. So I'm definitely washing my hands till they're dry as raw.
00:29:27.200 Um, there's hand sanitizer everywhere in the house. We even have ingredients to make our own.
00:29:32.000 We do have food stockpiled for a couple of weeks. Um, I have masks, I have gloves, I have all that
00:29:38.720 stuff. Uh, what about, uh, what about sleep and exercise? Cause those are pretty important.
00:29:45.280 Yeah. I've already had a pretty good sleep exercise regimen and it's kind of late to change that. I'm
00:29:49.520 probably taking a lot more vitamin C and a vitamin D than I used to. Uh, I'm not going to the gym. I'm
00:29:54.560 working out outdoors. I'm not going to large public gatherings. Um, I'm working remotely, uh, whenever
00:30:00.400 possible. If there is an uncontrolled outbreak in the Bay area, in other words, if we know that
00:30:05.760 community spread is happening and there are thousands of cases, and I give that actually
00:30:08.960 a pretty reasonable chance because we just haven't been testing. Then we will go into a, a quarantine
00:30:14.960 style lockdown. Like my friends in China were doing where we just stay in the house. We go out only to get
00:30:20.080 food. We spray it down with alcohol, you know, the boxes before we bring it in. And we're just
00:30:25.280 very careful about who we let in and out of the house. I am actually particularly susceptible to
00:30:30.160 getting colds because I'm involved for an equatorial climate. And whenever I'm living in the Bay area,
00:30:35.440 which has a lot of fog and no sunshine, I'm always getting colds and respiratory illnesses.
00:30:40.000 Uh, I'm less worried for my wife and who's younger and, uh, not, uh, of Indian origin. And my kids
00:30:45.920 were just young and not as affected by coronavirus. I'm very worried for my mom. So I basically locked
00:30:50.720 her down her house and I'm sending her deliveries from Amazon. Um, but I'm on the more paranoid side
00:30:55.600 and I have more flexibility than most people. Uh, but I do think that it's, it's worth just watching
00:31:00.880 the stats. And if it looks like there's an uncontrolled outbreak in your area, then you want to be ahead
00:31:05.600 of that game and not behind. I do think having two weeks of food and probably not, you probably don't
00:31:11.200 need water, but food, toilet paper, kind of all the necessities, prescription medicines. That's
00:31:15.520 just common sense. Uh, despite what they say, you should have a mask. Uh, you should just, it's that
00:31:20.720 you need to know how to use it. So go on YouTube and watch the videos on how to use the mask. It's,
00:31:25.040 it's a little disingenuous to say, you don't need a mask, masks are useless. And then saying,
00:31:29.520 please save masks for the healthcare workers. Like both of those things cannot be true.
00:31:34.720 Thank you for saying that. I've been arguing this on Twitter for, for a week.
00:31:38.240 And if nothing else, you wear a mask to protect others in case you have it. So like, I, I would
00:31:43.120 feel more comfortable in a social gathering if everybody else is wearing masks. And so I would
00:31:47.040 do my part by wearing a mask. And you see this in places like China and Hong Kong, where they will
00:31:52.000 not let you enter a store if you're not wearing a mask because you're not doing your bit to protect
00:31:56.960 others. Um, so I think all of those kinds of measures, it's smart to start doing that. And also it
00:32:04.320 takes time to learn how to do these things. These are not like you flip a switch in the next day.
00:32:08.880 You certainly know everything about hygiene and protection and distancing and so on. So I'm
00:32:15.120 viewing this as a dry run. I'm getting my family prepared and ready. And frankly, it's something to
00:32:19.920 do with your time. Right. Uh, and then if the, if it actually arrives, then we're ready for it.
00:32:25.440 Uh, I've, I've been taking a daily walks in the sunshine. I definitely do that. Do, you know,
00:32:32.480 do 45 minutes or an hour and, and I'm doing lighter exercise because if I, if I wear myself out,
00:32:38.960 then I'm actually more susceptible. So I, and I find that when I do my walk, it's such a small,
00:32:44.560 small thing I can do to, you know, make a very small difference in my protection, but I'm doing
00:32:49.840 something. So psychologically I'm now part of the solution instead of a victim and it's a whole
00:32:56.480 different mindset. And I feel like, yeah, bring it on. I, you know, coronavirus or not, I'm going
00:33:02.160 to be ready. I'm going to be as strong as possible. If it happens, it happens. I'm ready.
00:33:07.200 Yeah. I don't think vitamin D supplementation will make up for actual sunlight falling on your skin. So
00:33:12.000 getting sun is really good. Uh, and that's where I'm hoping that the curve will naturally bend as warmer
00:33:18.480 weather arrives. Uh, and when that happens, people are more outdoors. They're less likely to be in
00:33:23.040 indoor gatherings. Uh, the sun itself kills viruses, your vitamin D levels, your immune system stronger,
00:33:28.560 all of those things play in our favor. But what that concerns me is that a vaccine is still at least
00:33:34.560 12 to 18 months away, possibly a longer time, because we've never successfully developed a vaccine
00:33:39.760 for any of the existing six other coronaviruses. So, uh, because a vaccine is pretty far away,
00:33:47.600 we're going to have at least one more wave. And the second wave will start building, let's say around,
00:33:52.160 let's say the weather is a factor and that helps suppress it. Then the second wave starts building in
00:33:56.400 October, November, instead of January, February. And it starts with infected base of hundreds of
00:34:01.600 thousands of people, instead of a few dozen people in the middle of Wuhan. So the second wave could be a
00:34:07.440 lot larger. And in past pandemics, that's usually turned out to be the case.
00:34:10.800 This time, at least we have the advantage that our response will be faster.
00:34:15.680 Our response will be faster. And there'll already be some people in the environment who
00:34:19.600 have limited immunity from previous or similar infections. In fact, one of the pieces of potential
00:34:24.640 good news here is that usually these viruses hit kids pretty hard, but in this case, they're not at
00:34:30.000 all. And so why is that? And the current best hypothesis is that about a quarter of the common colds
00:34:36.080 caused today are actually caused by four circulating coronaviruses that also got released and are
00:34:41.520 endemic in the population. But those four coronaviruses don't hurt you anywhere near the
00:34:46.400 same level. They just cause symptoms of a common cold. And so the theory goes that kids have been getting
00:34:52.000 these at school and so that they already have some natural immunity built up to this one. And if that
00:34:57.840 turns out to be true, that means you could use data and dead virus from those four viruses to help build
00:35:05.040 the vaccine. Well, that would be good news. That would be. It's still pretty unlikely though.
00:35:13.200 Well, I think that the supply lines will stay open because we could lose a lot of workers and we're
00:35:19.040 going to, you know, once you reach that crossover line where the risk of the flu is not as high as
00:35:26.560 the risk of a global economic meltdown. And I think you get to that point really quickly,
00:35:33.360 because an economic meltdown is going to kill far more people than- Yeah, the panic could be worse
00:35:37.600 than the disease for sure. I mean, like, even if you go to a worst case Wuhan style scenario for the
00:35:43.600 whole world, right? Let's say, let's say what happened in Wuhan happens to the entire planet,
00:35:48.160 right? Okay. So unfortunately, you know, a lot of people die, but it's still not enough to like seriously
00:35:54.800 impact like everybody. It's like, you know, 98, 99% of people are still mostly fine. Even the people
00:36:01.120 who end up hospitalized or don't get hospital care, some of them get very sick and die, but
00:36:06.400 the productive capacity economy doesn't really go down. It just have to shift into an indoor remote
00:36:10.960 work kind of economy until we build up enough immunity and vaccines. You're probably not going
00:36:15.680 to have riots in the streets because there's a killer virus. You don't want to gather in the streets,
00:36:20.080 right? It's kind of the opposite of a zombie apocalypse, right? Or in that sense, it is like
00:36:24.640 a zombie apocalypse. Everybody runs and hides, except the zombies are not 98% out there. It's like
00:36:30.640 0.1% and they're dropping dead. They're not like coming out to eat you. So I don't see those kinds of
00:36:37.280 worst case scenarios outside of panics. And the panic is probably not a physical panic. It's more
00:36:42.880 of an economic panic. See, this is exactly why I wanted to talk to you because there are some people
00:36:49.360 who think we're in bad shape and the panic itself can be worse. But if I had to bet my own personal
00:36:58.880 money on it, I would say it's going to be painful and we're going to be okay. Yeah, I think it could be
00:37:05.440 somewhere between relatively painless to very painful, but I think we're fine long-term regardless.
00:37:11.120 I think a year and a half from now, it's a blip. And even stock markets are very forward-looking
00:37:16.560 instruments. You know, stock markets have discounted what's going on, what's going to happen
00:37:19.920 the next 30 years and discount back. So I think the stock market will also be fine. In fact, it's
00:37:26.960 mostly already recovered or at least partially recovered. Well, I think that's a perfect place to
00:37:33.280 stop this conversation. And I hope that was useful to anybody watching this. And thank you.
00:37:41.280 for spending the time. Absolutely. Hope this was useful. It was fun. Thanks, Scott.
00:37:46.560 Thank you.