Episodios
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Mayur Gupta is currently the CMO at Kraken, one of the largest crypto platforms in the world. Prior to that, he lead Marketing, Business Transformation and Growth at Gannett - USA Today Network, led Growth at Spotify and was the CMO at Freshly which eventually got acquired by Nestle. He was the first ever Chief Marketing Technologist at Kimberly Clark.
In Today’s Episode We Discuss:
03:25 Biggest Growth Lessons from Spotify
08:21 Role of Marketing in Product-Led Companies
13:35 How to Build a Growth Engine
20:40 Organic vs. Paid Growth Strategies
27:36 The Branding Dilemma: Performance vs. Brand Marketing
28:37 Creating Demand: The Role of Upper Funnel Marketing
29:35 Balancing Investment: Immediate vs Long Term Bets
30:03 Channel Saturation and Experimentation
31:42 Growth Strategies and Performance Metrics
34:54 Growth: Big Swings or Moving % Points
40:04 Successful Growth Experiments and Tactics
44:56 Quick Fire Questions and Final Thoughts
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In Today’s Show We Discuss:
04:49 Breaking Down the $3BN Windsurf Acquisition
06:18 Why Sam Altman is Playing a Master Game
12:40 Why Multi-Stage Funds are Destroying Seed Managers
21:52 Are Endowment Funds F******
27:38 What Would Rory Do If He Was CFO of an Ivy League Endowment Fund
43:38 The Denominator Effect and It’s Impact on Venture Allocations
49:36 Why Revenue Multiple is BS & What You Need to Know
51:34 The Rise of AI Rollup Plays & Are They Good Businesses
55:29 Competitive Markets: How to Make Money in Them?
01:02:58 Why If You Can Guarantee 5x, You Should Always Do the Deal
01:11:56 Is SF The Only Place to Be Building Today
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Jason Wilk is the Founder and CEO of Dave, the greatest turnaround in the public markets of the last 12 months. Dave went public with a market cap of $4BN, just months later the company had a market cap of $50M. Today, they are back with a market cap of $1.1BN. In 2024, CNBC named Dave the best-performing financial stock in the country, achieving 900% growth.
In Today’s Episode We Discuss:
04:09 Do Rich Founders Make Better Founders
07:45 The Best Performing Fund Would Only Invest in YC Founders on Their Second Time
11:25 “We Went Public Too Late, It Was a Big Mistake”
17:53 Why Did Jason Choose to SPAC?
24:21 Why Does Jason Believe SPACs are Unfairly Demonised and Will Comeback?
29:47 How Does AI Change the Margin Structure of the Next Generation of Companies
33:14 Is Trump Better for Business than a Biden Administration?
38:35 Are We Heading into a Recession? Predictions for Next 12 Months?
46:26 Why Have No Neobanks Reached the Heights of Revolut in the US?
48:08 Why is the Opportunity in Low Income Banking Not High Income in the US?
50:07 Why Short Sellers Should Be Stopped and How Immoral They Are
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Rich Socher is the Founder and CEO of You.com. Richard previously served as the Chief Scientist and EVP at Salesforce. Before that, Richard was the CEO/CTO of the AI startup MetaMind, which Salesforce acquired in 2016. He is widely recognised as having brought neural networks into the field of natural language processing, inventing the most widely used word vectors, contextual vectors and prompt engineering. He has over 150,000 citations and served as an adjunct professor in the computer science department at Stanford.
In Today’s Episode We Discuss:
04:10 Winners & Losers: OpenAI, Gemini, Claude
08:59 How Partnerships Could Decide the Winners in AI
12:42 China vs US: Who Wins the War for AI
25:50 How Society and Economics Needs to Change in a World of AI
34:04 What Jobs Will Be Replaced, What Will Not
36:04 How Europe Needs to Change It’s Approach to AI
41:06 How AI Will Change Health and Longevity
43:10 AI in Consumer and Enterprise Markets
49:30 Quantum Computing and AI Misconceptions
56:57 Longevity, Personal Reflections, and Future Outlook
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Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more.
Rory O’Driscoll is a General Partner @ Scale where he has led investments in category leaders such as Bill.com (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others.
In Today’s Episode We Discuss:
04:23 What is Wrong with Billionaires on Twitter: Are They Depressed?
08:49 Why Does product Market Fit Mean Less Than Ever
11:50 Why is Venture Capital More Risky Than Ever and No One is Discussing It
16:17 Will Private Equity Save a Generation of SaaS Companies and VCs
23:53 a16z’s $20BN Fund: Seriously?
31:29 Why Josh Kushner and Thrive Capital are Masters of the World
38:21 Why is Seed Investing for Suckers
45:49 Why Are $50 Million Seed Funds Useless
46:21 Founders Fund Raises $4.6BN: Analysis
52:00 How WIll LPs Change Their Approach to Venture in the Next Five Years
59:53 When Will IPOs Comeback?
01:09:15 Why Does it Not Make Sense for the Best Companies to IPO
01:09:51 Lost Ethics and Morals in Founder Secondaries and Term Sheets
01:22:58 Quickfire: OpenAI, Cursor, Deel vs Rippling
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Victor Lazarte is a General Partner @ Benchmark, one of the mot renowned venture firms in the world. At Benchmark, Victor has led deals into the likes of HeyGen and Mercor. As an angel, he was the first investor and board member of Brex, and as a Founder he scaled Wildlife Studios, bootstrapping into the largest gaming company in LatAm, with about 4 billion downloads.
In Today’s Episode We Discuss:
04:10 Lessons Scaling Wildlife Studios to 4BN Downloads
04:49 Why Predicting the Future is Wrong When Starting a Company
07:11 Three Different Categories of Company in an AI World: Who Wins & Loses?
09:25 Why You Should Always Ask What a Founder Does in Their Free Time?
17:30 Two Traits That All the Best Founders Have?
23:17 Why If You Start a Company in SF You are 1,000x More Likely to be Successful?
35:30 Why Spreadsheet SaaS Investing is Dead
36:10 Why Replacing Humans is the Most Exciting Opportunity in AI
37:02 Why Knowledge Work Will Be Destroyed and What Happens Then?
37:30 Why China is a Stabilising Force for the US
38:59 China vs. US: The AI Race
42:33 Why All Students Today Should Study Computer Science
44:38 Why Portfolio Construction is BS
47:04 What Makes Peter Fenton One of the Best Ever
51:31 Why Duolingo Will Be One of the Most Valuable Companies in the World
01:00:17 Quick Fire Round: Insights and Predictions
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Aatish Nayak is the Head of Product at Harvey where he oversees product vision, strategy, design, analytics, marketing, and support. This is his third hypergrowth AI unicorn having previously held product leadership roles at Scale AI from 40 to 800 people, and Shield AI from 20 to 100 people.
In Today’s Episode We Discuss:
04:21 Biggest Product Lessons from Scale AI
7:18 Why Product Managers Are Wrong: They are not the CEO of the Product
12:28 Why Market Selection is More Important than Anything Else
16:40 If Distribution is King then Product is President
22:06 Effective Product Strategy and Execution
26:24 How to Write the Best PRDs
31:01 Balancing New Features and Technical Debt
33:17 Analysing Retrospectives and Postmortems
33:55 Introduction to Pre-mortems
38:25 Biggest Product Mistakes and Lessons Learned
41:40 Evaluating AI Models and Lessons Learned
45:03 The Future of AI in Product Management
55:21 What Should Product People Learn to Win in a World of AI
59:37 The AI Talent War in San Francisco
01:01:26 Quickfire Round
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Tom Hulme is a General Partner @ GV and leads GV’s European investing. He has led rounds in Monzo, Nothing, GoCardless, Lemonade, Snyk and is widely considered one of the best investors in Europe.
Stan Boland is one of the most successful and respected entrepreneurs in the UK. In 1999, he co-founded Element 14 which was acquired by Broadcom in 2000 for $640 million. Following this, Boland co-founded Icera Inc. in 2002, a fabless semiconductor company which he sold to Nvidia for $367 million.
In Today’s Discussion We Cover:
04:26 Is The UK’s Biggest Problem a Talent Problem
09:50 Why We Need to Flood the UK With Venture Capital
10:38 What Europe Can Learn from Stripe and the Collisons
15:21 How the UK Can Use Visas to Retain the Best Talent
16:46 Why the Government Needs to Put 10x More Cash Into Fund of Funds
24:32 Is the London Stock Exchange F****** and Does it Matter?
34:38 What The UK Can Learn From Sequoia and the Norwegian Sovereign Wealth Fund
40:42 What is a “National Goal for Wealth Creation” & How Do We Implement It?
48:10 What are the Most Broken Elements of the UK Tax Regime
52:11 Is It Stupid to Remove the Non-Dom Tax Status
53:15 Why is Now the Time to Be Bullish on China
01:00:19 Biggest Lessons from Working with Jensen Huang
01:08:04 Quick Fire Round: Insights and Predictions
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Ernest Garcia is the Co-Founder and CEO @ Carvana. Under Ernie’s leadership, Carvana went from a back-of-the-napkin idea to a $50+ billion public company, became the fastest-growing online used car retailer in U.S. history, and landed on the Fortune 500 in under 10 years. However, it was not all up and to the right, in 2022, the stock plummeted 99% to a market cap of just $400M. Today they are back with a market cap of $35BN, that is a 100x in the public markets and selling 400,000 cars sold annually, with a logistics network that rivals Amazon.
In Today’s Episode with Ernie Garcia We Discuss:
04:12 Are all great founders just “stubborn egomaniacs”?
06:55 How Carvana Almost Died on Several Occasions
08:46 Is Carvana’s Inability to get VC Funding a Sign the VC Model is Broken?
11:58 Operators vs. Strategists: What Hires Can Make or Break a Company?
21:46 Billionaire’s Biggest Lessons on Parenting
26:52 Is Life About Happiness or Achieving
32:21 The Reality of Being a Public Company CEO
39:07 Why Companies Should Go Public
43:55 Why You Should Price Your IPO to Perfection with No Pop
50:50 “What I Wish I Had Known About Debt in Building Carvana”
52:32 Quick Fire Round: Favourite CEO, Marriage Advice, Carvana in 10 Years
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Nabeel Hyatt is a General Partner @ Spark Capital, one of the leading firms of the last decade with portfolio companies including Twitter, Anthropic, Coinbase, Affirm, Discord, Deel and more.
In Todays Show with Nabeel Hyatt We Discuss:
1. The Rules of Investing:
What have been Nabeel’s biggest lessons on price sensitivity? When did he not pay up and with the benefit of hindsight, wish he had of paid up?
How important is ownership to Nabeel and Spark? How does Nabeel think about reserve investing and doubling down?
Why does Nabeel not engage in secondary markets? How does Nabeel think about when is the right time to sell?
Why does Nabeel think the majority of market sizing is total BS?
2. The Venture Landscape: Run by Principles and Broken:
Why does Nabeel believe this generation of AI investing will require a different mindset to the one that made VCs successful over the last decade?
Why does Nabeel believe that venture is currently run by principals and associates? Why is that such a problem?
Why does Nabeel believe that the majority of venture firms today are dead but do not know it yet?
What does Nabeel believe happens to the mega multi-stage firms who have raised billions and billions?
3. How to Win the VC Game in a World of AI:
Infrastructure, models, apps: where does Nabeel believe the most value will accrue in the next decade of AI investing?
What does Nabeel mean when he says there are three categories of AI apps today? Where does Nabeel believe the most valuable will be built?
Does Nabeel believe Deepseek hurt or helped the future for Anthropic? How could Anthropic be a $100BN company from this point?
What does no one see about the next 10 years of AI that everyone should see?
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Ishan Mukherjee is the Co-Founder/CEO of Rox, a Sequoia-backed AI-powered sales productivity platform. Before Rox, he was the Chief Growth Officer at New Relic where he scaled the self-serve business from $0-$100M in ARR. Prior to New Relic, Ishan founded Pixie Labs (acq by New Relic). Before that he led product at Siri Knowledge Graph at Apple, Lattice Data (acquired by Apple), Premise Data, and Amazon Robotics. Ishan was also an early engineer in Kiva (acquired by Amazon) where he joined after graduating from MIT.
In Today’s Episode We Discuss:
04:50 Biggest Lessons Scaling New Relic’s PLG to $100M in ARR
05:59 How to Do PLG and Enterprise at the Same Time
07:00 How to do Content in a PLG World
08:50 Performance Marketing or Organic Content: What Works for PLG
10:27 Why You Should Stop Marketing at Events
11:47 Why SEM is a Cartel
14:15 Why Unpaid Design Partners are BS
17:17 How AI Changes the World of Enterprise Sales: Commit-Based vs. Usage-Based
20:49 How to do Sales Compensation Plans
24:44 How to Ramp New Sales Reps
25:03 The Impact of AI on Sales Research
29:18 How to do Deep Customer Research in an AI World
35:56 Changing Spending Patterns in SaaS
41:41 Retention and Churn in Enterprise AI
43:31 The Future of Sales Teams with AI
44:45 Hiring and Scaling Sales Teams
54:28 Quickfire
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Welcome to The Daily Deal — the new show with Harry Stebbings and Jason Lemkin, where we break down the biggest stories in tech, venture, and B2B. From market meltdowns to billion-dollar raises, wild valuations, and the drama behind the deals. We’re covering it all! Plus, we’ll be joined by some incredible guests to go deeper on the moves shaping the future of our industry.
Today we discuss:
Tech stocks were hammered in late trading today in response to the Trump administration's plans to levy tariffs of between 10% and 49% on imported goods, with Apple shares falling more than 6%. Rippling Deal: Illegal or Hustle? Emergence Raises $1B for B2B Investments Cursor, Replit, Windsurf: Who Wins? Lots of gen AI startups are crossing into the $100M ARR club. The latest entrant is talent marketplace Mercor, last valued at $2B. Is triple triple double double dead? ScaleAI at $25B: Pricey or Potential?Discussion with Bhavin Shah @ Moveworks:
ServiceNow Acquires Moveworks for $2.5B: AI Craze Continues Sequoia Makes 25x on Wiz: Is M&A Open Again? USD Stablecoin issuer Circle has filed to go public. The company, which has raised $1.2 billion in VC money, reported $1.7 billion in 2024 revenue, with $155.7 million in net income. Oracle Cloud Revenue Up 23%: Old Guard Wins in AI? Salesforce Customers Love AgentForce, But Will They Pay? Dustin Moskovitz Retires from Asana: Is SaaS Too Tough?Discussion with Andrew Feldman @ Cerebras:
Coreweave’s Redemption Provision: A Time Bomb for Coatue? Can OpenAI’s $12B Deal Save Coreweave from $5B Loss? OpenAI Won’t Profit Until $127B in Annual Revenue A lot of young founders raising big in chips; bullish or bullshit? -
Kevin Scott is the CTO of Microsoft, where he leads the company’s AI and technology strategy at global scale and played a pivotal role in Microsoft’s partnership with OpenAI. Prior to Microsoft, Kevin spent six years at Linkedin as SVP of Engineering. Kevin has also enjoyed advisory positions with Pinterest, Box, Code.org and more.
In Today’s Episode We Discuss:
04:10 Where is Enduring Value in a World of AI
10:53 Why Scaling Laws are BS
12:26 What is the Bottleneck Today: Data, Compute or Algorithms
15:38: In 10 Years Time: What % of Data Usage will be Synthetic
20:04 How Will AI Agents Evolve Over the Next Five Years
23:34: Deepseek Evalution: Do We Underestimate China
28:34 The Future of Software Development
31:53 The Thing That Most Excites Me in AI is Tech Debt
35:01 Leadership Lessons from Satya Nadella
41:13 Quickfire Round
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Dame Julia Hoggett is the CEO of the London Stock Exchange. Julia previously worked at the UK’s Financial Conduct Authority as Director of Market Oversight and Head of Wholesale Banking Supervision.
In Today’s Episode We Discuss:
04:25 How to Become CEO of a National Stock Exchange
05:36 Why The Domestic Economy is F***** Despite the Boom in Financial Services
06:45 How Pension Fund Reform Dmaaged the UK Economy
09:31 Should the UK Copy the Canadian Pension Fund Structure
16:30 Will the Best Companies Like Revolut and Monzo List in London
24:17 Why Are Revolut Wrong to Want to List in the US
27:32 Are Companies Priced Lower in the UK vs US
32:05 Why is Stamp Duty a Perversity We Have to Change
35:46 Why is the Way the UK Thinks About Financial Services So Wrong
40:31 Quick Fire Round: Insights and Reflections
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Mitchell Green is the Founder and Managing Partner of Lead Edge Capital. Mitchell has led or co-led investments in companies including Alibaba, Asana, Benchling, ByteDance, Duo Security, Grafana, Mindbody, and Xamarin, among several others.
In Today’s Episode We Discuss:
04:31 How Bessemer Taught Me The One Golden Rule of Investing
06:48 Why AI Infrastrcture is the Worst Investment to Make
08:51 Why it is Comical to think there will be $BN one person companies?
09:26 WTF Happens To The Cohort of SaaS Companies With Slow Growth, Not Yet Profitable and $50M-$200M in Revenue
16:12 What is the Biggest Problem with the IPO Market
23:24 When is the Right Time to Sell in VC and How a Generation F******* it Up
27:37 Biggest Advice to Smaller Emerging Managers
40:13 The One Question That Tells You if a Business is Good
43:01 Why LPs are More Important than Founders
45:03 One Question Every LP Should Ask Their VCs
46:03 Why TikTok Does Not Matter to ByteDance and It Is a Screaming Buy
51:30 Why We Drastically Underestimate the Power of Chinese AI?
55:18 Why Social Media is the Most Dangerous Thing in Society
01:00:07 Quick Fire Questions
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Niklas Östberg is the Founder and CEO of Delivery Hero, a global juggernaut now present in over 70 countries across four continents. In Q4 2024, the company announced GMV of $49BN with $12.8BN in revenue and $750M in EBITDA. They have made an astonishing 35+ acquisitions including $2BN for Glovo. Before launching Delivery Hero, Niklas co-founded Pizza.nu, leading its expansion across Sweden, Poland, Finland, and Austria.
In Today’s Episode We Discuss:
04:09 How Skiing Prepared Me For Life As An Entrepreneur
10:12 Losing $200M on Gorillas Investment
17:58 Quick Commerce: Does the Business Model Work?
25:09 How to Master M&A: Lessons from 35 Acquisitions
31:45 Evaluating Acquisitions: The Glovo Example
32:39 Cohort Analysis: Lessons from $49BN in GMV
34:35 Growth Strategies: What Worked? What Did Not Work?
38:27 Competing Against Uber and Doordash
41:40 Is Cash a Weapon in the War for Food Delivery
44:29 Why Are Emerging Markets a Good Investment?
48:21 Why Are European Markets Broken? Are Regulators Killing Europe?
51:57 Quickfire Round: Insights and Reflections
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Andrew Feldman is the Co-Founder and CEO @ Cerebras, the fastest AI inference + training platform in the world. In Sept 2024 the company filed to go public off the back of a rumoured $1BN deal with G42 in the UAE. Andrew is the leading expert for all things inference.
In Today’s Episode We Discuss:
04:23 Where Was AI Landscape in 2015 When Cerebras Founded
05:57 NVIDIA’s Biggest Strength Has Become Their Biggest Weakness
07:09 What Happens to the Cost of Inference?
08:55 Why Are AI Algorithms So Inefficient?
20:30 Why is it Total BS That We Have Hit Scaling Laws?
23:07 What Will Be the Ratio of Synthetic to Human Data Used in 5 Years?
31:37 What Specifically Was So Impressive About Deepseek?
31:51 Why is Distillation Not Wrong and OpenAI Need to Look in the Mirror?
32:34 Where Will Value Accrue in a World of AI?
34:08 How Will NVIDIA’s Market Position Change Over the Next Five Years?
39:59 Why is the CUDA Lockin for NVIDIA BS? What is Their Weakness?
40:46 Why is Trump Better for Business than Biden?
49:41 Do We Underestimate China in a World of AI?
52:33 What is the Most Underappreciated Segment of AI?
54:00 Quickfire Round
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Elias Torres is the Co-Founder and CEO of Agency, the AI agent for customer success teams. Prior to Agency, Elias was the Co-Founder of Drift, a company he sold to Vista for $1.2BN Before that he started Performable, which he sold to Hubspot.
In Today’s Episode We Discuss:
03:50 Do Rich Founders Make Better Founders: How Backgrounds Shape You
06:23 Speed: Why are Incumbents Slower than Ever
10:00 Quality: Why are Incumbents Worse than Ever
25:34 Why Was Selling Drift For $1.2BN a Massive Failure
33:30 How Did a Cushy Culture Kill Drift
37:01 What They Never Tell You About Selling for $1.2BN
41:08 How to Hire F******* Rockstars
46:52 The Biggest Mistakes Founders Make in Hiring
54:52 Everything You Think You Know About Working Parents is Wrong
01:02:00 Quickfire
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Peter Singlehurst is the Head of Private Companies at Baillie Gifford. He has led research on a wide range of private investments including Epic Games, Bending Spoons, Anduril, Solugen, Scopely, and Grammarly, as well as a number of private holdings that have since transitioned to the public markets such as Airbnb, Affirm, Warby Parker, Wise and Tempus AI.
In Today’s Episode with Peter We Discuss:
04:24 How I Accidentally Came to Manage One of the Largest Private Investment Firms in the World
07:29 What I Learned Losing 100s of $Ms
10:22 The 10 Questions Baillie Gifford Needs to Answer to Make an Investment
15:53 Why We Did Not Double Down in Stripe and Turned Down Coinbase
33:10 The ByteDance Investment Case
36:33 Why Would Any Good Company Go Public Today
39:19 Growth Stage Investing Trends
40:46 How Anduril Becomes a $200BN Company
45:39 Is 2024 Different to the Madness of 2021 and 2022
47:18 The Decision-Making Process Inside a $217BN Firm
49:00 How Does Re-Investment Decision-Making Differ from Original Investments
55:56 Future of Growth Equity Investing
58:12 Quick Fire Questions
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Yamini Rangan is the CEO at HubSpot. The $32BN juggernaut that has revenues of $2.6BN, over 247,000 customers and 8,200 employees. Prior to Hubspot, Yamini served as Chief Customer Officer at Dropbox, and before Dropbox, she was VP of Sales Strategy and Operations at Workday.
In Today’s Episode We Discuss:
04:16 Taking Over the CEO Role from the Founders
07:58 Wartime vs Peacetime CEOship
11:18 How to Scale Into Enterprise: What Everyone Gets Wrong
22:20 Why is B2B Not Winner Take All
29:33 How Does HubSpot Compete Against Salesforce
33:26 Where Does Value Accrue in a World of AI
37:40 How Does Yamini Use AI Everyday
41:17 What Does HubSpot Do When It’s Core SEO Channel Dies
44:10 Quickfire Round: Satya Nadella, Parenting Advice, Biggest Concern
51:35 Closing Thoughts and Reflections
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