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An exploration of the dot-com bubble reveals how distorted incentives, speculative excess, and misaligned corporate governance led to a dramatic market crash, offering timeless lessons for investors about understanding value and avoiding hype.
The podcast discusses how AI moats still matter, with the key difference being that software can now do actual work, transforming market opportunities from IT spend to labor spend, and creating trillion-dollar opportunities in unexpected spaces.
GE Aerospace is a dominant jet engine manufacturer with a complex business model focusing on commercial and military engines, leveraging a highly profitable aftermarket services strategy across a long-cycle, technically challenging industry.