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Molson_Hart's profile
Molson Hart
Molson Hart
Molson Hart
@Molson_Hart

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Molson Hart

@Molson_Hart

CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure

Austin, TX
Joined July 2015

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    1. Molson Hart‏ @Molson_Hart Mar 2
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      For management of #Covid19 I think there’s one critical number: New infections per local hospital bed. There’s a threshold below which our medical system does not collapse. We need to stay below it. When we approach it, we need to quarantine until new infections subside.

      1 reply 0 retweets 1 like
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    2. Molson Hart‏ @Molson_Hart Mar 2
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      After infections subside, the area will get reinfected and the cycle will repeat. Unless the virus mutates to become worse, each success peak will be lower because more and more people will be locally immune. I think this method is the best way to address limited health

      1 reply 0 retweets 0 likes
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    3. Molson Hart‏ @Molson_Hart Mar 2
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      Care capacity but also people’s’ desires to not be cooped up in their homes for a year. Quarantine. Return to normalcy. Quarantine. Return to normalcy. Delay delay delay, until we have a vaccine. You can’t just “accept this risk”. Too many people will die becaus everyone will

      1 reply 0 retweets 0 likes
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    4. Molson Hart‏ @Molson_Hart Mar 2
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      Hit the hospital system at the same time, reducing overall care for covid but also every other ailment in the hospital.

      1 reply 0 retweets 2 likes
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    5. Molson Hart‏ @Molson_Hart Mar 8
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      Not so much a prediction as something I'd like to be true, but anyways: #COVID19 will be America's second sputnik moment. We will be so embarrassed by our incompetence relative to China, that we will start reinvesting in science and industry once again!

      3 replies 1 retweet 7 likes
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    6. Molson Hart‏ @Molson_Hart Mar 10
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      Molson Hart Retweeted Molson Hart

      @molson_hart Apologies for those who get to see this for nth time...had to throw it on my predictions thread.https://twitter.com/Molson_Hart/status/1237533313213972482 …

      Molson Hart added,

      Molson Hart @Molson_Hart
      In order for the bug to not be disruptive, everything must go right. In order for the bug to be disruptive, any one thing needs to go wrong. Imho, we’re just getting started. Going to be a long 2020.
      2 replies 0 retweets 0 likes
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    7. Molson Hart‏ @Molson_Hart Mar 12
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      You can believe that China has turned around a terrible situation, perhaps reaching a (temporary) steady-state, but the idea that China only had 33 cases on March 11th is comedy. Too many people going in and out. Too many in general. Social distancing works, but not perfectly.pic.twitter.com/amC14MubXP

      2 replies 0 retweets 2 likes
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    8. Molson Hart‏ @Molson_Hart Mar 12
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      Molson Hart Retweeted Molson Hart

      https://twitter.com/molson_hart/status/1235380709428260864?s=21 …https://twitter.com/Molson_Hart/status/1235380709428260864 …

      Molson Hart added,

      Molson Hart @Molson_Hart
      What if Wuhan were in Missouri? How #COVID19 might look different in the United States than China: - The US has a less compliant population (more resistant to quarantine measures) - Higher potential for riots/looting - More people in poor health - More transparent government
      Show this thread
      1 reply 0 retweets 0 likes
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    9. Molson Hart‏ @Molson_Hart Mar 13
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      Molson Hart Retweeted Molson Hart

      5 deaths in the philippines, infections in Singapore chugging along, lots of cases in Bahrain, Egypt, and KSA "Warm-weather will fix it" hypothesis gets weaker and weaker.https://twitter.com/Molson_Hart/status/1236344074459918339 …

      Molson Hart added,

      Molson Hart @Molson_Hart
      The warm weather will stop COVID19 hypothesis looks less believable by the day. - Malaysia reported its biggest ever increase - Singapore cases are accelerating (138 now) - Thailand has over 4,200 “people under observation for suspected COVID19 symptoms”
      Show this thread
      1 reply 0 retweets 1 like
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    10. Molson Hart‏ @Molson_Hart Mar 13
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      Molson Hart Retweeted Molson Hart

      Will humidity? Probably not. Path to containment is social distancing. We've seen so in China and South Korea. Everything else is probably magical thinking.https://twitter.com/Molson_Hart/status/1237614708930367489 …

      Molson Hart added,

      Molson Hart @Molson_Hart
      Replying to @crissman @naval
      IMHO, bad share Naval. 1. Saying humidity kills viruses is like saying breathing air kills animals when your only samples are fish 2. From what I’ve read SARS’ decline coincided with the changing of the seasons but it doesn’t mean that was causal.
      1 reply 0 retweets 3 likes
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      Molson Hart‏ @Molson_Hart Mar 13
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      Molson Hart Retweeted Molson Hart

      I'm going on the world's most stable limb and saying that the UK will reverse this "herd immunity" strategy shortly.https://twitter.com/Molson_Hart/status/1238537513242955779 …

      Molson Hart added,

      Molson Hart @Molson_Hart
      This is stupid. Here's why: 1. We don't know the mortality rate 2. We don't know if our immunity is persistent after surviving the virus 3. #COVID19 infects through inhalation of infected air (ex: Diamond Princess), not handshakes 4. Asymptomatic/mild cases won't self-isolate pic.twitter.com/t8dwBmQySC
      11:58 AM - 13 Mar 2020
      • 2 Likes
      • Tintin au Pays des Soviets DeltaV
      3 replies 0 retweets 2 likes
        1. New conversation
        2. Molson Hart‏ @Molson_Hart Mar 13
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          Molson Hart Retweeted Molson Hart

          7 deaths, 693 passengers, 1% death rate for (generally older) cruise ship passengers. Could get higher. Updates are few and far between now.https://twitter.com/Molson_Hart/status/1234686714318213126 …

          Molson Hart added,

          Molson Hart @Molson_Hart
          Best estimate of #COVID19 death rate: As of March 2nd, 706 Diamond Princess cruise ship passengers have tested positive, 380 without symptoms. 6 have died. 36 are in critical condition. There were 3700 passengers total, 3,063 were tested as of Feb 20. 6/706 = 0.8% CFR pic.twitter.com/s6XMU6m07J
          Show this thread
          1 reply 0 retweets 1 like
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        3. Molson Hart‏ @Molson_Hart Mar 13
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          Molson Hart Retweeted Molson Hart

          The original prediction! I overestimated the economic impact. China has done quite the job to restart their economy so far...https://twitter.com/Molson_Hart/status/1225236200744681473 …

          Molson Hart added,

          Molson Hart @Molson_Hart
          I have never been more confident that this disease is going to be a worldwide pandemic that will kill a lot of people. It will also cause huge economic disruptions in the near-term. China is shutting down.
          Show this thread
          1 reply 0 retweets 4 likes
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        4. Molson Hart‏ @Molson_Hart Mar 14
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          Molson Hart Retweeted Molson Hart

          How do you save the cruise, airplane travel, and restaurant industries?https://twitter.com/Molson_Hart/status/1238684942957191168 …

          Molson Hart added,

          Molson Hart @Molson_Hart
          This is my take on the economic effects of covid19. Why is it wrong? Let's tear this thing apart. pic.twitter.com/GEgE808jU0
          Show this thread
          2 replies 0 retweets 2 likes
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        5. Molson Hart‏ @Molson_Hart Mar 14
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          Yet another nail in the warm weather will stop #COVID19 coffin: All clubs, restaurants, and bars in Ho Chi Minh City, Vietnam are to be closed starting today. “44 cases” says Vietnam. Bullshit.

          1 reply 0 retweets 4 likes
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        6. Molson Hart‏ @Molson_Hart Mar 14
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          Only district 1. Forgot to write that. My bad. District 1 though is like HCMC's manhattan if there were a thing.

          1 reply 0 retweets 1 like
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        7. Molson Hart‏ @Molson_Hart Mar 15
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          Molson Hart Retweeted Spencer Wells

          Mosques have air conditioning. https://twitter.com/spwells/status/1239123736306974720?s=21 …https://twitter.com/spwells/status/1239123736306974720 …

          Molson Hart added,

          Spencer WellsVerified account @spwells
          Malaysia reports 190 new coronavirus cases, most linked to mosque event 🦠 Shut down the f*%king religious gathering places already... https://www.straitstimes.com/asia/se-asia/malaysia-reports-190-new-coronavirus-cases-most-linked-to-mosque-event?xtor=CS3-18&utm_source=STiPhone&utm_medium=share&utm_term=2020-03-15%2017%3A03%3A55 …
          1 reply 0 retweets 1 like
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        8. Molson Hart‏ @Molson_Hart Mar 15
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          Molson Hart Retweeted Molson Hart

          The sooner the United States realizes that it has fallen behind in science and technology, the sooner we can address that problem. Feels like we're people on a beach confused by the receding waters that precede a big tsunami.https://twitter.com/Molson_Hart/status/1239058118979604481 …

          Molson Hart added,

          Molson Hart @Molson_Hart
          Best #COVID19 content I've seen in a while. I'm 20 minutes in the doctor is explaining clear detail the medical difficulties of the disease. https://www.youtube.com/watch?v=_l5ZcVbIaPc …
          Show this thread
          1 reply 0 retweets 2 likes
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        9. Molson Hart‏ @Molson_Hart Mar 15
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          Molson Hart Retweeted Nick Timiraos

          This is huge, but I don’t see how this is going to fix the huge economic problems we face. https://twitter.com/nicktimiraos/status/1239295384587055105?s=21 …https://twitter.com/NickTimiraos/status/1239295384587055105 …

          Molson Hart added,

          Nick TimiraosVerified account @NickTimiraos
          FED CUTS RATES TO ZERO -Launches QE with $700 Billion in Asset Purchases -Announces Swap Lines with BOJ, BOE, ECB, SNB, Bank of Canada -Cuts Primary Rate on Discount Window to 0.25% pic.twitter.com/wJ3a4t6ijg
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        10. Molson Hart‏ @Molson_Hart Mar 15
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          China will ban (or heavily regulate) its wet markets, making West Africa bush meat markets the principal breeding ground for new viruses in this age of interconnection. Despite our improved medical care and hygiene, higher populations and travel may mean more outbreaks.

          2 replies 0 retweets 3 likes
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        11. Molson Hart‏ @Molson_Hart Mar 16
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          Molson Hart Retweeted Molson Hart

          https://twitter.com/Molson_Hart/status/1239676715183505413?s=20 …

          Molson Hart added,

          Molson Hart @Molson_Hart
          Replying to @davekopec
          On the JRE podcast, Michael Osterholm said that a vaccine within a year was wishful thinking. It takes a long time to ensure that the vaccine: 1. doesn't harm 2. doesn't cause contagiousness 3. works It's easy to make a potential vaccine, hard to make one that works.
          1 reply 0 retweets 0 likes
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        12. Molson Hart‏ @Molson_Hart Mar 16
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          Molson Hart Retweeted Rush Doshi

          Serbia asks China, not the EU nor the US, for help. Watershed moment or a friend in need is a friend indeed. Mix of both, but I'm going to say the former. This is a major turning point.https://twitter.com/RushDoshi/status/1239645067066978311 …

          Molson Hart added,

          1:33
          Rush Doshi @RushDoshi
          Serbian President: "The only country that can help us is China." “By now, you all understood that European solidarity does not exist. That was a fairy tale on paper. I believe in my brother and friend Xi Jinping, and I believe in Chinese help." 1/ pic.twitter.com/9epEJZpp4u
          Show this thread
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        13. Molson Hart‏ @Molson_Hart Mar 16
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          As we adopt work from home procedures at companies all over the United States, I wonder: Is that even a possibility for our government agencies? Can the IRS and others work from home? Some of their websites operate 9-to-5, do they even have cloud storage of shared files?

          2 replies 0 retweets 2 likes
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        14. Molson Hart‏ @Molson_Hart Mar 20
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          My old barber worked in a "salon suites" - basically wework for barbers. It's closing because of the virus, so he's texted everyone saying that he's setting up in his apartment. I dig the entrepreneurial spirit, but this shows you how hard containment will be.

          1 reply 0 retweets 2 likes
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        15. Molson Hart‏ @Molson_Hart Mar 20
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          After talking to a (young) buddy of mine who probably had #COVID19 (all symptoms, no covid test, but flu etc. all negative), it's worth saying that even if you survive, you don't want it: - we still don't know if it causes permanent damage - it will immobilize you for a while

          1 reply 0 retweets 4 likes
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        16. Molson Hart‏ @Molson_Hart Mar 21
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          #COVID19 will hurt credibility of the American media. - "it's just the flu" - "it's just a bad flu" - "masks don't work" - And now: "your money is safest in a bank, don't withdraw it!" I trust some journalists, but the industry is generally technically-illiterate and dishonest.

          1 reply 0 retweets 1 like
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        17. Molson Hart‏ @Molson_Hart Mar 22
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          Japan is a consummately modern country with a fantastic reputation, but their coronavirus positive test data is bullshit, just like China's. Culture matters in how you address a problem like this. So does the Olympics...https://www.japantimes.co.jp/news/2020/03/22/national/science-health/japan-coronavirus-testing/ …

          2 replies 1 retweet 0 likes
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        18. Molson Hart‏ @Molson_Hart Mar 23
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          Molson Hart Retweeted Hironori Funabiki

          Great thread on why cases in Japan are low compared to surrounding countries https://twitter.com/hironorifunabi1/status/1241734715175993345?s=21 …https://twitter.com/HironoriFunabi1/status/1241734715175993345 …

          Molson Hart added,

          Hironori Funabiki @HironoriFunabi1
          It is perplexing to see that the article ignores tactics of Japan, where R0 of COVID-19 is clearly lower. The purpose of this thread is to search for reasons why Japan has been successful. 1/ https://science.sciencemag.org/content/367/6484/1287 … pic.twitter.com/NjN7TWDEWz
          Show this thread
          1 reply 0 retweets 1 like
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        19. Molson Hart‏ @Molson_Hart Mar 25
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          I continue to be very perplexed by Japan's numbers. Can't contact trace over 1,000 infections. According to people I know, it's hard to get masks in Japan as well. I guess Taiwan, Japan, and Singapore are showing us that moderate social distancing after containment works.

          1 reply 0 retweets 1 like
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        20. Molson Hart‏ @Molson_Hart Mar 26
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          Who will be the "Fabulous Fab" of the Great Pandemic of 2020? The insignificant scapegoat we blame for government mismanagement of this crisis, resulting in huge numbers of dead? The public demands a scapegoat.pic.twitter.com/UTFtUqWEj7

          1 reply 0 retweets 2 likes
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        21. Molson Hart‏ @Molson_Hart Mar 26
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          Molson Hart Retweeted Molson Hart

          I literally called the top on feb 12 aka blind squirrel finds nut. This rise in the markets is crazy. IMHO, bull trap. Big business has not yet started to fail and is likely to. High unemployment. Stimulus won't work well. We are far from the bottom.https://twitter.com/Molson_Hart/status/1227748919653937154 …

          Molson Hart added,

          Molson Hart @Molson_Hart
          In my life, I have never once seen Mr. Market drunker than he is now. - Coronavirus - Specter of Bernie Sanders as president - Valuations at all time highs Maybe everyone sees all this and are getting into equities for when our governments restart the printing presses.
          Show this thread
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        22. Molson Hart‏ @Molson_Hart Mar 26
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          Molson Hart Retweeted Michael Smith

          Very not good. Virus may be coming back in China. Ugh. https://twitter.com/mikesmithafr/status/1243048672637489154?s=21 …https://twitter.com/MikeSmithAFR/status/1243048672637489154 …

          Molson Hart added,

          Michael SmithVerified account @MikeSmithAFR
          Home quarantine Shanghai style. Police are today installing alarms on our door. We can open the door 4 times a day at set times to dump rubbish/collect food. This is on top of existing monitoring by compound security guards, nosy neighbours and the prospect of prison if we go out
          1 reply 0 retweets 2 likes
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        23. Molson Hart‏ @Molson_Hart Mar 26
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          Unless the virus mutates to become more deadly, #COVID19 will never be as bad in in the United States as it is in NYC right now. - dense - public transport - many places of worship - cold (good climate for transmission)

          1 reply 0 retweets 1 like
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        24. Molson Hart‏ @Molson_Hart Mar 27
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          Molson Hart Retweeted William

          Strong supporting evidence that the Chinese numbers are fake (duh). Increasing evidence that the virus is ramping up again in China after loosening of restricts. Going to be a very long year folks.https://twitter.com/cowboyInNY/status/1243541979138580481 …

          Molson Hart added,

          William @cowboyInNY
          China just closed all movie theaters again . https://twitter.com/cowboyInNY/status/1242464779370934272 …
          2 replies 0 retweets 2 likes
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        25. Molson Hart‏ @Molson_Hart Mar 27
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          I'm generally of the opinion that the economic stimulus is not going to work as well as people are hoping. Basically, the idea is: no amount of money or gift cards, whatever, will create the impulse to buy a cruise ticket or go to a restaurant.

          1 reply 0 retweets 0 likes
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        26. Molson Hart‏ @Molson_Hart Mar 27
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          It's important to know that things like this happen. 1945-2020 was an unusually good period in the West. Almost no hardship or big disasters. How much stimulus do we pump into the system when we don't get a summer? https://en.wikipedia.org/wiki/Year_Without_a_Summer …

          2 replies 0 retweets 1 like
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        27. Molson Hart‏ @Molson_Hart Mar 27
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          Molson Hart Retweeted

          If this is true, NYC is going to get wiped out by this bug. 50% positive rate? Must be a ton of undiagnosed cases. https://twitter.com/antonioregalado/status/1243626438500192263 …

          Molson Hart added,

          This Tweet is unavailable.
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        28. Molson Hart‏ @Molson_Hart Mar 27
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          I'm pretty blown away right now. I see videos of people on subways in NYC and that city is not taking nearly the precautions they need to. NYC might, real talk, be worse than Wuhan soon.

          2 replies 0 retweets 2 likes
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        29. Molson Hart‏ @Molson_Hart Mar 27
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          We spent about $6,000 on a booth at New York Toy Fair on Feb 22-25. I cancelled our attendance on Feb 16, disappointing and perplexing my employees, business contacts, etc. It's nothing compare to what HCW face, but it wasn't an easy decision at the time. Looks great now.pic.twitter.com/73sWpbhwJT

          3 replies 0 retweets 3 likes
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        30. Molson Hart‏ @Molson_Hart Mar 28
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          Assuming the virus does not cause recurring infection or mutate regularly like the flu, a country which reaches herd immunity first has a huge advantage in war. Medical supply chain is another wartime advantage. Coronavirus will be a catalyst for invasion or revolution somewhere.

          1 reply 0 retweets 1 like
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        31. Molson Hart‏ @Molson_Hart Mar 28
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          After this crisis passes we will at least pay lip service to revamping our medical supply chain. We'll probably do something very incompetently. But as a nation we won't think generally about the next risk. What are the other existential threats to humanity that we are ignoring?

          1 reply 1 retweet 2 likes
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