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From:
Chamath Palihapitiya
(Uncensored)
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Deep Dive: A Primer on Mag7 (Part 3)
https://chamath.substack.com/p/deep-dive-a-primer-on-mag7-part-3
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What drives the Mag7's revenues and bottom lines? How do they allocate capital, and are they positioned for continued outsized returns? How should we understand them in relation to the market overall?
