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Listen "Surfing the Right S-Curve"
Episode Synopsis
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(00:00) - Surfing the Right S-Curve
(10:43) - Google: Benefits and Retention
(11:21) - Tail Risk on Trial
(12:37) - A Theory of Policy Homogeneity
(13:38) - Procurement
(14:45) - Density Redistribution
(15:45) - Crisis Hormesis
(17:07) - The Other Derivatives Narrative
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A Sense of History
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On Faking It 'Til You Make It
15/09/2025
The Autistic Half-Century
08/09/2025
Rumor Markets
02/09/2025
Figure and the Crypto Mullet Strategy
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In God we trust