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The “Everything Risk” Is Here | Ed Harrison
Forward Guidance
The Effect of Network Effects on Stocks
DoorDash and Kravana are among the stocks that have been down at 70, 80, 90%. That's because of network effects like Facebook or Instagram. But if you're on DoorDash and suddenly I'm on DoorDash, that's not a network effect. So there is some sort of, you know, you have to have both sides equaling one another. And therefore, there's a weaker network effect.
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