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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

like, that might just like, it might work because not just one thing can be come true. It might work because these two or three really vague signals that you're seeing out there may come together. And, you know, we're spending a ton of time right now

56:10 / 57:26

from transcript56:10 – 57:26

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