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- (00:00) - Software, Full-Stack, and Sumo Startups
- (07:29) - A Word From Our Sponsors
- (08:33) - Google Paying Publishers
- (09:25) - National Champions
- (10:51) - Quant Crowding
- (11:45) - Compare and Contrast
- (12:30) - Working Capital
- (13:17) - Stimulus Checks for the Dead
- (14:12) - Social Credit
- (14:36) - More Browser Commoditization
- (15:05) - QVC Returns
