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- (00:00) - Newsletters and New Media Economics
- (12:05) - A Word From Our Sponsors
- (12:42) - Fortnite, Apple, and Platform Wars
- (15:06) - Apple's Other App Problem
- (15:43) - Theaters Restart the Two-Sided Network
- (16:18) - Singapore, Reconsidered
- (17:54) - Wealth Taxes and Peak California
- (18:46) - A16Z Revisits AI Economics
- (19:31) - Bullet Trains and China Stimulus