The Big Themes:

• Taking a victory lap: When you look at those lists, these are technology companies that have figured out how to partner and work within the industry.
• New Carnegie Mellon masters program: I believe the first masters level joint business degree is to help students prepare to be a product manager.
• The enemy of my enemy is my friend: But the other part of that is true as well. There’s a lot of moving pieces on the chess board right now.
• Rockefeller breaking up Standard Oil: After the breakup, he got significantly wealthier. Could the same happen with Amazon and AWS?

The Big Quotes:

“I think that the other thing that's going to be interesting as I kind of look into the back half of 2021 and 2022 is I do think we're going to start to actually see a lot more innovation around healthcare.”

“The vaccine rollout is nothing short of a miracle.”

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