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- (00:00) - Ant Group and China's Fitful Convergence
- (08:26) - The Startup Cycle
- (09:05) - Buybacks
- (09:53) - Return-on-Kickback
- (10:24) - Legalization
- (11:06) - Housing
- (11:31) - Big Tech, Monopolies, and Attack Surface
- (12:50) - TikTok
