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DoorDash
Acquired
The Winner Take All Market
Markets do indeed have a pot of gold at the end, but so far we have just seen cash flooding in to try and take it all. But that pot of gold has totally not materialized. The winner take all effects may not be as strong as people thought,. And the lock end and moat may not be as deep or wide, or whatever you want to say, as people thought....
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Listen to the best highlights from the podcasts you love and dive into the full episode