East
east_cap
Many have framed the trade war as a tech war. That led me to thinking about it using Carlota Perez @CarlotaPrzPerez framework for techno revolutions.Thread follows 1/n Many are already
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Another super interesting post by @GavinSBaker https://twitter.com/GavinSBaker/status/1259584027947909120?s=20 The only point I would nitpick is the "modest long-term negative" for FB GOOG.While you do see consolidation and winner take most
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