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Stratechery by Ben Thompson
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Privacy Fundamentalism Follow-up, Peloton’s S-1, Peloton and Disruption – Stratechery by Ben Thompson
https://stratechery.com/2019/privacy-fundamentalism-follow-up-pelotons-s-1-peloton-and-disruption/
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Answering two criticisms of Privacy Fundamentalism, and then looking at Peloton’s S-1 and answering the question as to whether or not they are a tech company through the lens of disruption.
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