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- (00:00) - To Understand Jio, You Need To Understand Reliance
- (11:15) - Earnings
- (12:30) - Amazon Sees For the State
- (12:51) - Gerontocracy
- (13:56) - M&A in Kids YouTube
- (15:07) - Monopolists Still Compete
- (16:48) - China, Infrastructure, and Risk-On
- (17:43) - Fintech is all about CAC, Part #1281241
- (18:25) - Dollar Shortages, At Home And Abroad
- (19:45) - Second Acts
