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E026: Consumer Takeovers, AI VS VC, Zuck's Digital & Physical Infusion, Q4, Alo IPO & More

OPERATORS

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Bankruptcy of Smile Direct Club and the Possibility of Take Privates

This chapter explores the bankruptcy of Smile Direct Club, one of the largest VC-backed companies to go bankrupt in the consumer space. The speakers discuss the potential trend of more take privates in the consumer market and propose the idea of creating a movie about the bubble in consumer businesses, specifically focusing on SoftBank's Vision Fund.

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