• (00:00) - The Supply Chain of Talent
• (07:36) - Getting the Cycle Right
• (08:55) - Regulatory Arbitrage in E-Commerce
• (10:04) - Dry Powder and Meta-Stability
• (11:11) - The Split Market
• (12:00) - Transmission Mechanisms

• (00:00) - Fertilizer and Toxins
• (07:50) - Margins
• (08:41) - A Better, Costlier Alexa
• (09:30) - Elasticity
• (11:08) - Counterparty Risk, Served Two Ways
• (12:20) - The Universal Denominator

• (00:00) - "Nobody Knows Anything": Backtests are Hard
• (06:59) - The Economics of Hacking
• (07:43) - Lead Generation
• (09:30) - Adverse Selection
• (10:58) - Tip Economics
• (12:36) - First and Last Resort

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• (00:00) - The Bid Ask View of Who Gets to Raise and What Gets Traded
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• (09:48) - The Google Feedback Loop
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• (12:41) - The Micro Meta Turnaround
• (14:34) - Yes, We're Doing the Meme Stock Thing Again
• (15:39) - Diverisification

• (00:00) - Get Used to a More Hallucinatory Search Experience
• (09:19) - Cap Structure Arbitrage and Elon Musk
• (10:51) - Active, Passive, and Risk
• (12:57) - Convergent Evolution
• (14:09) - Market Timing
• (15:01) - It's All Ads!

• (00:00) - One Edge or Many? Reflections on Renaissance Technologies
• (11:22) - Retention
• (12:24) - Training Data
• (13:20) - Social Networking Primitives and Local Maxima
• (14:33) - Renting
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• (00:00) - Invisible Efficiencies
• (06:49) - Making a Market
• (07:53) - Outsourcing
• (09:35) - Multicloud
• (10:53) - Can Frackers Collude?
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