Earlier quoted context omitted.
Yes, this confirms what a few people have been trying to say, that we do have some form of prior immunity, it's not a novel virus in that everyone is 100% susceptible, and that anti body tests won't show up prevalence. In addition means we need a lower rate for herd immunity, if we haven't already got it in some places like New York and London. So the models of exponential growth was unfounded and it follows more a n…
Not quite. Carl Bergstrom had a good thread on this. Basically, we saw a certain rate of growth. If this rate of growth happened despite half the population having T cell immunity, then it means the R0 must be higher than we thought, and therefore the herd immunity threshold in the susceptible population rises. You do get a somewhat lower overall herd immunity threshold, but less than you thought. https://twitter.com…
"But ex post, holding the epidemic trajectory constant, it means that the disease is more transmissible per contact event than you expected."
...but that's wrong. The epidemic trajectory isn't constant (R0 is not an innate property of a virus; it changes with context), and it's pretty likely that we've completely mis-measured it by sampling from the wrong population. Our estimates for R0 are mostly model extrapolations from PCR testing data, which are not uniformly sampled from the population. If anything, in fact, they're heavily biased toward the susceptible population.
In other words, because we're sampling disproportionately from the most susceptible population, our estimates of R0 already seem high. If you sampled randomly from the population of less-susceptible people, you would see that the R0 is much lower than you originally predicted.
On top of that, there's absolutely no reason to believe that cellular immunity would make it seem like R0 is lower in any particular population: T-cell-mediated immunity is a late response. It can reduce the severity of an infection, but it's still highly likely you'd show up as a positive PCR test, and count toward an R0 estimate.
So you have a measurement based on a test that isn't strongly affected by cellular immunity, derived from a population biased toward the most susceptible individuals. If you have to doubt something here, you doubt the estimate of R0 (i.e. the model), not the observations of reality.