Episode Details
Back to Episodes"Capital Light" is a Trait of the Cycle as well as the Industry
Published 2 years, 10 months ago
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- (00:00) - "Capital Light" is a Trait of the Cycle as well as the Industry
- (06:21) - Individual Bets and Risk Premia
- (07:50) - Tinder's Price Discrimination
- (08:38) - Smartphone Competition
- (09:26) - The Partner-With-AI Arms Race
- (10:29) - Mediocre Success