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The Wallet Wars: Apps vs Infrastructure | Roundup

Bell Curve

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How Lyft's Stock Is Down 90%

A lot of these things start to look like takeover opportunities where they could be, you know, especially software businesses. Lyft is going to be a little bit different because that's a harder problem, lower gross margin. But anything that's got a high gross margin business and the ability for someone to come in and slash new businesses can turn them into profitable businesses.

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