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501. Spotting the Next Big Thing, Why This Cycle Is Different, Acceptable vs Unacceptable Risk, and Why Duration Is a Feature Not a Bug (Jon Callaghan)with Jon Callaghan

...brands that, you know, of course, we could talk about how amazing Blue Bottle Coffee is or Sweetgreen or Peloton, all these things have been. But But I also think there's, like, amazing brands in the world. You know? Toyota, people love their like, t

42:35 / 43:48

from transcript42:35 – 43:48

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