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- (00:00) - Surfing the Right S-Curve
- (10:43) - Google: Benefits and Retention
- (11:21) - Tail Risk on Trial
- (12:37) - A Theory of Policy Homogeneity
- (13:38) - Procurement
- (14:45) - Density Redistribution
- (15:45) - Crisis Hormesis
- (17:07) - The Other Derivatives Narrative
