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When the point of leverage changes

Jul 25, 2022
37:33
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1
Introduction
00:00 • 3min
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2
Will the Billion Phones Help Apple Be the First Tech Company to Become a Bank One Day?
03:10 • 4min
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3
The Logistics Chain Is What It Is
06:56 • 2min
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4
Is It No More Absurd to Think That They Might Do That?
09:25 • 2min
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5
How Do You Define a Bank?
11:16 • 5min
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6
Is It Easier to Create a New Consumer Bank?
16:30 • 4min
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7
One Medical Is Not Adding a Little Bit
20:26 • 3min
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8
Do You Know How to Scale Your Own Business?
23:09 • 3min
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9
What's Your Market Definition?
26:29 • 3min
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10
Do You Think That Consumer Prices Are Competitive?
29:36 • 4min
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11
The Smart Fim Is the Rot to Market
33:23 • 3min
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12
The Tech Industry Was Small, and These Other Industries Were Much Bigger.
35:57 • 2min
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What does 'focus' mean for a trillion dollar company? Amazon is buying doctors and Apple might be a bank - should we change our assumptions for what these kinds of companies would never do? How does the point of leverage change?

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