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So I want to go back to China and you were living in Shanghai during COVID.
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My first question, which is a yes or no answer, is Shanghai as futuristic and better than the
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states as they say? This is a new narrative thanks to TikTok, I think. My whole experience,
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I think all the way even until like 2021-2022 has been, you know, China, like, do they really wear
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those hats over there and, you know, do they? What is it like? And yeah, I was amazed when I went
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to China because I lived in Japan before I lived in China. And in Japan, I always heard, oh my God,
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it's so futuristic. And it is. But you know, a lot of their hardware is like kind of 80s feeling and
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they, you know, they do things in their own way. China is easily the most futuristic country in
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the world in terms of technology overlaying onto the consumer experience. Like in terms of your
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lived interaction with technology day to day, there's absolutely no question that it's number one
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in the world. And it's far away number one. It's not a close one. It's not even close.
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So then speaking of that, they leaned into that during COVID. So what was it like being in Shanghai
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when COVID broke out? Oh boy. So COVID, COVID, my COVID story. So the COVID was a crazy time in China,
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as you can imagine. So I had already been living there since 2015, 2016, something like that.
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And so I had my apartment, I had my girlfriend, I had my dog, I had my company. And I remember it was
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New Year's Eve. And of, you know, January 1st, 2020, I was in Poo Ket with the CEO of our company and
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some other leaders. And we were, you know, having a toast to... Okay, I can live in my life like it's
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called. Oh, yeah. And we were thinking all the big plans that we had for, you know, 2020. And I
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think a lot of us can relate to that experience. And then I remember going back to China. And so for
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in China, the COVID story really started in like January, is that we started to hear about this
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weird thing going on in Wuhan and, you know, what's this what's going on there. And then really
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quickly. So in China, one of the things that makes it so technologically advanced is that
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everything really flows between two primary apps on your phone, which is WeChat and Allie Pay.
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And so because of that, like the way that those apps are coded, is it's coded in a way that you can
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make what's called a mini program that runs basically through that ecosystem. So imagine that
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inside Instagram, it was like open software. And like within the operating system of Instagram,
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you could have anything. So you could have Tinder Uber. I don't know why Tinder was first,
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but Tinder Uber, you know, you've got the ability to pay your rent. You've got banking,
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Venmo, Twitter, Instagram, of course, like, you know, any email. So imagine if everything that you
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did was like through the Instagram operating system in your computer in your phone. You can
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think of it that way. And because of that, that means that you don't have to one of the things that
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drives me crazy in the West is that we have to re-register for everything we do. So it's like,
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if I want a new service, I have to put in my credit card information in my address and blah, blah,
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it doesn't work that way there because everything routes through one app. Now, if I'm giving you,
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let's say a coupon code, like the Imagine Amazon also is like in Instagram, just imagine it's
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like a mega app. So that means that if I'm an influencer doing a live stream, I can hold up a
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product. You can see a link. You can click the link. It takes you directly into Amazon. You can
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click by now. That already knows all of my information. It makes it easy. The user experience is
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smooth. And I can have same day logistics and not just the user experience, but it means data is
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then between all of these apps. So that means if I'm a marketer, like I'm trying to sell my shampoo,
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then my number one question, if I do an influencer live stream, is what's my ROI going to be
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from that influencer, right? It's hard to say. They could say, well, my audience usually has such
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and such engagement rate. You're like, yeah, but how many sales actually came from your stream
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unless somebody uses a coupon code. And we all know that people don't like to track that.
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That's right. So in this ecosystem, everything is trackable immediately, which is part of what
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makes the economy so powerful there. And so you know, and so there's influencers that make like
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$30,000 every 15 minutes doing
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live stream. And the reason they can command that rate is because
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they can look at the data and they can say, you will make more than $30,000 by giving me 30 grand.
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And so then those influencers are technically worth every penny because you can say then with
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total transparency and objectivity, you're worth it. So how does this relate to COVID? So basically,
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I wound up looking and right away, there's a little mini program launched inside of WeChat that
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shows a map of China and how many cases. And I guess they already had this idea from bird flu and
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swine flu and stuff. So they are, the country is very used to closely tracking disease as it
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kind of spreads around so that you know when you should be concerned or not. So right away, there's
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this thing. And you know, in my office, people are talking about it. I was like, what is this? And
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they're like, well, you know, here's the map and here's the little mini program and they like text
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to a link. You go in there. And I talked to my CEO. He's like, what is going on here? And I was like,
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I'm watching the reports you're watching on the news. And I got to tell you that the reports
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you're watching on the news are nonsense in the Western news because this thing is not just in
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Wuhan already. There's a whole app about how to people are really worried. And it's already in
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10 provinces. This is a country of like one and a half billion people. If you and they're
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traveling all the time, if you think that it's somehow just in this country, you're out of your mind.
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So the question is not, is it out? This is January. I was like, the question is how bad is it going to be out?
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Yeah, yeah. What is it going to be serious or not? And so then as we found that it was serious,
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we had these, you know, conversations together as a company. What do we do? And so once it was clear
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that it was going to be a big deal, well, the app changed again. And so now in WeChat,
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when you would click into your homepage, there's a big QR code that's either green, yellow,
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or red in color. And underneath the QR code, it said a list of all the cities that you had been in
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in the last seven days because it's you're being tracked. We're being tracked here. Everyone's
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being tracked everywhere in the world.
It's just that they don't lie about it there. They're like,
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yeah, they're like, what are you talking about? You know, your data is gone. It's long gone.
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So, but they're at least they're honest about it. So they're like, look, you may as well get some
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consumer features if we're tracking your data, you know, in Chengdu and Sichuan,
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when you fly through the airport, you go up to the information kiosks, like the, you know,
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sometimes it malls. They have the big screen that shows you the map of the mall and all the stores.
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You walk up to it. It's already scanned your face by the time you get up to the kiosk.
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And so the map just shows here's where you are. Here's where your gate is. Here's the directions
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you need to go. Here's how many minutes it's going to take to get there. And here's the food and
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beverage options along the way. You know, and so it's like, yeah, they, you may as well make it
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fun, you know, if you're going to take all my data and track me everywhere I go,
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at least give me something for my trouble. So in China, they've decided that it should be a feature.
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And so it's like a minority report type stuff. And so I open my app and I look and it's got
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this new QR code. And so as long and so every day when you leave your apartment during China
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COVID, there's a security guard at the front door. Now there's a security guard anyway,
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you know, all year every year. That's nothing new. And it's not, we think security guard is like
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badge and a gun and some intense person. In China, it's just like some goofy uncle,
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ill fitting, you know, a little dark jacket. And it's just a guy with a clipboard and he might
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give you a hassle, you know, and you know, it's, it's funny like we talk about in the states,
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we've had this whole conversation over the last 10 years about like community policing and what
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should it look like and what should it not look like. And in China, like they do have this thing,
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which is members of the community that are unarmed that just make sure that no one's causing trouble.
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And then, you know, or like if you're moving, like if they see a moving truck leaving the apartment
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complex and they don't have a move schedule that day, they stop you. Are you stealing a moving
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truck's worth of stuff? A fair question. So anyway, so these security guards walk up and they've
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got suddenly everyone for every building in the whole country have an electronic thermometer.
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And they hold it up to your head and you have to write down your body temperature, your phone number,
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your passport number and where you live. And then as long as you don't have a fever, you're good to go
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and you show them your green QR code. And then you go to the bus station, you have to do the same thing,
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you go to your office building, you do the same thing, you go to the shopping mall, you do the same
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thing. So all in all, for the day, your temperature is getting checked probably like eight to 10 times,
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you've been tagged eight to 10 times in society. And you've been cleared with a normal body temperature
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every time. So because of that extreme level of scrutiny, you know, by May 2020, I was back in a
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nightclub, no mask, full house, like rocking and rolling, you know, having drinks, like people
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meeting people, it was a normal experience actually in China. Now the way they could maintain that
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is that everybody had had an equal level of scrutiny, both analog with all of these checks and
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digitally with your phone. And then because all the phones are talking to each other, if one person
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is then flagged as having fever, then you do contact tracing and all this stuff. But in the west,
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the contact tracing is like, you know, you have to self-report and the data is kind of sketchy because
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are you doing it or not? In China, it's like you are getting reported. And the contact tracing
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shall happen. And you don't have any privacy about it. And then along the way, you also have this
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system in which you can have society that continues on. I don't know anyone who got, you know,
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I was in China until July 2021. I don't know anyone who got COVID. I don't know anyone who knows
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anyone who got COVID, except for one friend of mine that had family in Wuhan. I came back to the
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States. I got it in 48 hours, you know. Yeah, because that was just it. So they had this bubble pretty
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well figured out. But of course, it's like draconian, right? And so then you heard these crazy stories,
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like we had plenty of friends who, you know, the issue with
the contact tracing is that if one building
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would start to get a little sketchy, they would just lock the whole building down. Now everyone is
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locked in your apartment building until further notice. That could be weeks, you know, and then the
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government would bring you a bag of groceries every day and like you'd better be able to cook
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whatever leak and fish and whatever they got. They're sending you. Oh, so they literally
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physically lock you in like you can't make the building was locked. They would install like,
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if you came from like outside the bubble and you were like new into the building or, you know,
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you were away in another city, but then you came back and there was reason to doubt your
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health. They would sometimes install a security camera outside of your apartment door. That's
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just making sure you don't go anywhere. They'd put, you know, like tape seal around your door
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to show whether or not you would open the door and, you know, and they'd be checking on you every day
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with like the local party official twice a day. You know, I came, I left originally to Singapore
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when it first started to get a little sketchy in March. And then, you know, pretty quickly within
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like two, three weeks, I realized, ah, this, where everything is going to stop. Like this is just
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where a big situation now. So I went back to China because at least my stuff is there. My dog was
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there and I was like, I'm going to take care of my dog and we'll figure it out. But then, you know,
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I was walking my dog just in the parking lot of my building, not going out on the city street,
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but just in the parking lot. And then, you know, I got a phone call to my cell phone and I was like,
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hi, who's this? They're like, this is the party. And we understand that you've been walking your
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dog out in the parking lot. And I was like, yeah, I'm not going up to anybody. I'm doing six feet
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whenever. And they were like, no, you got to, you can't do that anymore. You got to send your
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dog away until you finish your two-week quarantine because you just came in from overseas. So like,
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people were watching me, you know, they were talking about me. I was, you know, and I had to send
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my dog to daycare for a few weeks until we were good to go. But it was, it was gnarly. I had one
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friend that it was in a building that got locked down. And this was in the long lockdown. Like,
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some spaces got locked on for months. And like, some cities got locked on for months where you just
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can't go outside for months. Like, what does that do to your mental health? There was one Chinese guy.
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It was like a marathon runner that actually ran a marathon in his one bedroom apartment just in
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just in a circle. And just to like stay in shape, but like goodness gracious. And so there was a,
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there was a friend of mine was in a building. And so they're eating like the government grocery bag
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every day. And, you know, the front door is locked. What are you going to do? And everyone's got
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their WeChat group chat of like in the building and hey, do you have any extra eggs? Do you have
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rice or like, you know, chair and memes or, you know, whatever people do. And they got this idea
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that they were going to buy a goat. And someone was going to buy a goat and they would just like
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be able to eat some goat. Like, somehow they found some way to get an animal delivered. And so
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they they all like they pulled their money. They bought a goat. This like agricultural wholesale
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community base wholesale is like pretty big in China where if it's like whether it's meat or
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something like you in five households might go in on like the new, you know, whatever it is.
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Like it's like we should have like a live goat. Yeah, they're on the air day live goat that got
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delivered to this apartment complex. So this is the big question, right? Is now we're going to we're
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going to butcher a goat and and eat this food. But what happened was that when the goat arrived,
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it was too cute. And so they just became the buildings like became a pet. It was the COVID mascot,
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just like shitting in the hallway or whatever and going to apartment to apartment. And so they
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would take turns just hanging out with the goat and no one ate the goat at the end of the day.
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But that was that was very much on the on the table of possibilities. So what happens if you like
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let's say you you're in a building and somebody in your building did get COVID.
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So then if if your building is getting sketchy,
so you have that green QR code. If if people near
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you have gotten it or if you have a fever but you didn't swap positive or whatever. And your
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green code turns yellow and it will be yellow for some, you know, X amount of time a week or two
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weeks or just until the situation's cleared. So if you have a yellow QR, now you can't go to
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mass public spaces. So you can't go to the subway or the bus or the shopping mall or whatever.
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You can go out in the neighborhood, but but it's better not to. Again, we're in a culture that values
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social harmony over individuality. So if you are out with a yellow people will definitely be like
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dude, yeah, what are you trying to prove? So then there's that. If you got it, then your phone turns red
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and then you are not allowed anywhere. And because all of the apps are overlapping and you have
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this like super app, it also turns off your banking. And so you so you can't like order delivery,
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you can't you shouldn't in their opinion, it's like well, you're sick with COVID, like you
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shouldn't be out transacting with society, you should be at home. And by the way, we will bring you
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whatever you need. You need groceries, you need something, you need medicine, you need whatever,
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we've got people on standby, just say the word, but like you are not coming outside until this is
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cleared up. And the big thing though is if you got it, you're not leaving the so basically if you
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let's say that that guard hits you with that electronic thermometer gun and if you have a fever,
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you're not going anywhere until they swap you. Like you're not even leaving the line that you're in.
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So you step to the side, a van pulls up two people in full PPE moon suits come out, they are
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going to swap you twice. And yeah, yeah, yeah, yeah, yeah, yeah, go in the man.
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Correct, correct. If you if you if you swap positive and go in that van and you're going to a center,
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which is a giant, you know, gymnasium, a giant center and it's all lines and lines of cuts and
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there's showers over there and it's like fluorescent lighting 24 seven and all this kind of shit.
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And so you're going to the center because they don't want you infecting your family and making
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situation worse. So then you go to the center,
you're there for however long it's going to be
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until you can do double negative and then you can leave. And so there were crazy situations where
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like, you know, somebody tests somebody tested positive in Shanghai Disney and they locked
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front doors of Shanghai Disney with like 18,000 people in the park and had everybody stay there
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for like days until they could go and test through everybody and like everyone is just, you know,
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they set up emergency tents and stuff in Disney. There was an IKEA, no, a Uniclo, excuse me,
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like the Japanese clothing store, somebody tested positive in Uniclo and they just locked the front
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door and everyone had to stay in the Uniclo until they could, you know, everyone could do double
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whatever it got really gnarly. So like, you know, you want to talk about extremes in either side,
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this is like extreme, you have no right to do anything you're going anywhere and you know,
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we're keeping you exactly where you are and like, doesn't matter what plans you had or what,
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you know, whatever, it's you're staying, you know, you may as well roll up some jeans and take a
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nap because you're going to be in this Uniclo for a while. Yeah. And like that sucks, that sucks.
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And so it got, that's when I decided to move, like I made it until mid 2021, you know,
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our company actually stayed the China unit, like we stayed profitable and cashflow positive,
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actually for the entirety of everything, it was really tough. We either shift a lot of what we
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did on the e-commerce and it was like, you know, talking about a massive change to an organization
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and, uh, but, you know, we, we managed to get through it and we had inventory to sell down to get
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cash to pay salaries and we didn't fire anybody and nor was it like here, like alcoholism and like
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consumption of alcohol and period just went up during COVID in the States. Is that also?
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Yeah, everybody, it's so funny because I hear about everybody's US COVID story and like I
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learned how to make Banana Bread and I'm like I was in a Draconian Hellscape,
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no Starrer, no starter for you tricks. Bartering for goat meat in the stairwell, you know,
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building and it's it's just it was a totally different I mean every day was
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in harrowing trying to like keep the lights on and just cash week on week and
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how we're gonna do we saw it was interesting because it was like Tik Tok came
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out around the same time and so Tik Tok was this huge consumer platform they
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did one thing that Tik Tok doesn't do in the States that they do there is is
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like direct e-commerce so it's a lot of like live streaming shopping it's like
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cubies kind of and so you know we were able to do a lot like that it's
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interesting like it's funny people were drinking but I think also because
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people were at home and China is such a like home family together holistic
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wellness kind of space like consumption for a lot of things did go up but they
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weren't like you know drinking like fishes like we were in the States I think it
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was way more just again it's that social thing it's like we're right now we're
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in a health crisis so if you're doing things that are like anti-healthy it's
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like you know why are you introducing potential comorbidities or whatever
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into your world and so like I don't know it was it was kind of tricky from start
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to finish but it's not an experience I would care to repeat so you know I decided
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to move I moved to Denver in like mid 2021 I was like I need mountains I can't
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look at buildings I can't look at another glass building history and freeze
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and I spent like a good year and a half there just to recover it was it was
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crazy wow