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Ep. 918: Uri Adoni Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The Future of VC Investments

Is it possible anymore or have those five companies built moats in such a way that there's not going to be competition? I think the fact that you have these big giants now, it looks like nobody can challenge them, but I think if you look at history, anybody can be challenged. You see TikTok and all these guys are coming in. It doesn't necessarily mean that somebody will have a better search engine or a better social platform.

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