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00:00 - Introduction
03:26 - The Headline Destination
05:41 - And That’s Terrible
09:08 - SaaSpocalype Now
09:58 - Levels of Friction Go To Zero …And That’s Terrible
12:03 - DoorDash and Uber
13:53 - Breaking Into The Marketplace
14:43 - Who Captures The Surplus?
15:30 - For Everything Else
21:59 - Real Estate Realism
24:29 - Everything Is Awesome And No One Is Happy
24:59 - Bearish For Non-AI Stocks Is Reasonable
26:59 - Other Levels of Friction Problems
28:00 - Oh Over There? That’s The Singularity
29:29 - Have I Got A Job For You
31:11 - Systemic Failure
33:57 - What Me Worry (About Economics)?
38:50 - We The People
41:07 - The Efficient Market Hypothesis Is False
