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Investing Power Hour #68: Did Carvana Save Itself? AI ReBubble Continues; 2023 Predictions Update

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The Potential of Netflix for Advertising

YouTube is one of those marketplaces where there's such a huge network effect. It would take decades to replace, to like copy that content, that library of content. The Chinese government, the Chinese government can do it. Even if Netflix's share of streaming time just stays flat, if they're just basically raising prices, it's still going to do it just fine.

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