Technological Progress is a Stack of S-Curves; Diffusion is a Stack of J-Curves

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• (00:00) - Technological Progress is a Stack of S-Curves; Diffusion is a Stack of J-Curves
• (10:01) - AI Efficiency
• (10:54) - Dollar Diplomacy
• (11:48) - Sora
• (12:44) - Capital Structure
• (14:12) - Reshoring Paradoxes