Chapter
Uncertainty of Vaccine Impact on Markets
1:09:53 - 1:22:17 (12:23)
The effect of the development of a vaccine on the market is uncertain, as it may not be the main driver for markets in comparison to the Fed, policy, and stimulus packages. The expansion of companies developing vaccines may lead to the acquisition of their vendors or business partners.
Clips
The expansion of Amazon into new areas often results in the company seeking to take over the areas in which their vendors or business partners are operating.
1:09:53 - 1:18:09 (08:15)
Summary
The expansion of Amazon into new areas often results in the company seeking to take over the areas in which their vendors or business partners are operating. While many criticize Amazon Basics and their impact on third party sellers, more attention should be paid to the margins taken from those sellers.
ChapterUncertainty of Vaccine Impact on Markets
EpisodeE6: Big Tech antitrust aftermath, potential effects of an M&A clampdown on Silicon Valley & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The impact of vaccines on the market is uncertain, but other factors such as the Fed policy and stimulus packages are important drivers.
1:18:09 - 1:22:17 (04:08)
Summary
The impact of vaccines on the market is uncertain, but other factors such as the Fed policy and stimulus packages are important drivers. The effect of the election on the market is also unclear, and Biden's strategy could backfire if conditions improve.