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Episode 187 — India, TikTok, and the U.S.
Exponent
What Is the Moral Argument on the Other Side of Andreson on This?
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Go is a telecoms operator in India. The company has wiped out all the incumbents because they just had superior constructure. It was classic disruption e but it was disruption combined with just a massive bet on the front end. And frankly, this is what made andreson look dumber than anything, right? But neither here nor there.
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