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The Supply Chains of Bits and Atoms

Published 2 years, 11 months ago
Description
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  • (00:00) - The Supply Chains of Bits and Atoms
  • (08:21) - 7nm
  • (09:20) - New Yahoo
  • (10:39) - Red Teams and AI Unit Economics
  • (11:52) - Horizontal Expansion
  • (12:57) - Private Markets
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