0:12 – Latest (deflationary) inflation data
6:42 – Investing strategies
10:30 – Tesla’s journey and the switch to self-driving capabilities
12:56 – David Walsh’s presentation at Sohn Conference on professional gambling
14:46 – Grindr IPO
21:36 – Recap of Blackbird’s Sunrise startup conference and thoughts on private markets
31:44 – Lessons learned from market downturns
38:25 – Cyclicality of the semiconductor industry
39:31 – Life science industry outlook
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