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E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more
All-In with Chamath, Jason, Sacks & Friedberg
Assessing Business Industry and Tech-Enabled Models
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The speaker emphasizes the importance of identifying the true nature of a business, whether it is a tech company or falls within a different industry, by using the analogy 'if it looks like a duck and quacks like a duck, it's a duck.' They suggest consulting experts in the respective industries to gain insight. Additionally, the speaker discusses the assessment of tech-enabled businesses, defining them as traditional models with a software layer, and highlights the significance of evaluating the impact of the software in such cases.
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