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- (00:00) - To Understand Jio, You Need To Understand Reliance
(11:15) - Earnings(12:30) - Amazon Sees For the State(12:51) - Gerontocracy(13:56) - M&A in Kids YouTube(15:07) - Monopolists Still Compete(16:48) - China, Infrastructure, and Risk-On(17:43) - Fintech is all about CAC, Part #1281241(18:25) - Dollar Shortages, At Home And Abroad(19:45) - Second Acts