Softbank's Dreams and Downside Protection
Plus! Payments as a Protocol; Distressed Investing; Self-Service; Loyalty; Housing Supply
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The Other Escape from the Middle-Income Trap
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The Baby Boomer Rollup Industry
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DigitalOcean's Information Arbitrage
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The WeWork Arc
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Malls: Competitors and Complements
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The 1.5th Wave: The Worst of Both Worlds
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Software, Full-Stack, and Sumo Startups
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A Crisis: Time for Some Game Theory
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