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Plus! Food Stamps-as-a-Service; Disney+Ads; Prices and Market Share; Learning the Meta; Crypto's Long March
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Plus! Sanctions; Ads, Everywhere; Newsletters!; Value; VC Markdown Game Theory
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Plus! The China AI Stack; Closing the Loop; Ads and Addiction; The Second-Order Costs of Inflation; Fraud and Transaction Costs
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Retail, Sybil Attacks, Discoveries, Roditi, Chongqing, Moderna
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Plus! Apple and Ads; MetaBonds!; Capex; Distribution; Expensive Executive Assistants
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Plus! Becoming Macro; AI and SEO; China's Chips; New, Used, and Subscription; Real Estate and Software
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Plus! Volatility; Celebrity Endorsements; Carbon Unit Economics; Inflation Narratives; Faster!
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