Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Is Hard Tech Making It Easier?
01:49 • 2min
How Much Will Automation Play Into What You Invest In?
03:41 • 2min
Is Automation a Zero Sum Game?
05:45 • 5min
Managing the Political in Heart Tech
10:21 • 3min
Are There Any Companies That Stand Out as Super Interesting?
12:53 • 2min
Great Power Conflict With China
15:02 • 2min
Are They Just Having More State Capacity? Are They Better Managers?
17:00 • 3min
Countdown Collective - What's Next for the Firm?
19:48 • 2min