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“So to upset the apple cart for a gain that will happen…” — Acquired at 22:17

“So to upset the apple cart for a gain that will happen four years out, you may say, you know, I just don't want to go there. Obviously, for startups, counterpositioning can be great. And Netflix is a fantastic example. But even remembering a blog post Bill Gurley wrote a number of years ago in the beginning of when…”

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