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“There might be some other company that's earlier, but…” — Acquired at 42:40

“There might be some other company that's earlier, but there's something about their business model that just doesn't work as well. Like Google versus Exciter. Right, right. And so if that's the case, then there's the second order question, which is why is that happening and will it continue? But that's more of an…”

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