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’s 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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