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Jason Tan's avatar

The wave analogy is great. Have you thought about going to the extend that yes there could be some bubbles like the dot com era, which will wipe out many companies? However, those with strong fundamentals will remain and thrive after the bubble.

Neeraj Kumar's avatar

Granola is beautiful! But why it cant be replicated!

If/Then GTM by Nelson Derrien's avatar

Moat in this new world is such a fascinating thing to get more perspectives on. Thanks