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- (00:00) - What Happened to all the Diamonds in the Rough?
- (08:59) - A Word From Our Sponsors
- (10:20) - A Different EV Network Effect
- (11:16) - Supply Chain KPIs
- (11:45) - The Underwriter's Loop and Cyber Risk Insurance
- (12:40) - Pro-Regulation Tech
- (13:44) - Local Chips, Global Companies