Citrini's Scenario Is A Great But Deeply Flawed Thought Experiment

The Don’t Worry About the Vase Podcast is a listener-supported podcast. To receive new posts and support the cost of creation, consider becoming a free or paid subscriber.* 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 Falsehttps://open.substack.com/pub/thezvi/p/citrinis-scenario-is-a-great-but?utm_campaign=post-expanded-share&utm_medium=web Get full access to DWAtV Podcast at dwatvpodcast.substack.com/subscribe