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Listen "Technological Progress is a Stack of S-Curves; Diffusion is a Stack of J-Curves"
Episode Synopsis
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(00:00) - Technological Progress is a Stack of S-Curves; Diffusion is a Stack of J-Curves
(10:01) - AI Efficiency
(10:54) - Dollar Diplomacy
(11:48) - Sora
(12:44) - Capital Structure
(14:12) - Reshoring Paradoxes
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