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COVID

3 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement May 30, 2025 by Daisy Wolf · across every show →

Everything said about COVID, oldest first

May 30, 2025 positive
Assertion Supported
Wolf: Consumer wearable devices accurately predicted the onset of COVID-19
“A lot of these devices could predict exactly COVID coming on”
Daisy Wolf May 30, 2025 ▶ 16:39 Hey Tech, Come to Healthcare
Aug 26, 2026 positive
Assertion Supported
Acharya: New Business Formation Is at Near All-Time Highs
“New business formation, which is, by the way, at an all time high. I think it's the highest it's been outside of a peak sort of moment during COVID.”
Anish Acharya Aug 26, 2026 ▶ 35:07 The State of AI: Models, Moats, and the Consumer Renaissance
Sep 10, 2026 bullish
Opinion
Verdian argues AI revenue is real, not ephemeral like COVID-era software spikes
“A lot of, I've heard LPs say, this is like the dot com or this is COVID. It's not because the traction is real and it's not ephemeral revenue like COVID.”
Aram Verdian Sep 10, 2026 ▶ 47:39 Why Investors Are Rethinking Everything for the AI Era
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