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Between stages 3 and 4, the philosophizing of the also-rans who made money but not history is useful triangulation on the peak mythologizing. There’s also an extended dead zone between the Stratechery and Levine stages when there’s a lot of techlash noise but no useful insight.
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The reason it’s a dead zone is you need some real visibility into the mechanics of late-stage grifts before a Levine style tear down is possible, but the signs are available to be wildly misread by axe-grinders of all kinds a few years earlier.
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