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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
https://open.substack.com/pub/thezvi/p/citrinis-scenario-is-a-great-but?utm_campaign=post-expanded-share&utm_medium=web
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