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- (00:00) - You Hate The Products You're An Early Adopter Of Because of Invisible Base Rates and Anthropic Bias
- (06:54) - The Big Tech Cycle
- (08:00) - Chinese Consumer Internet Competition With American Characteristics
- (08:32) - Reallocating
- (09:38) - Durables
- (10:07) - Crypto Use Cases
The Diff