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tae kim
@firstadopter
"Key Context" Substack covering AI and chips. Reached #1# new bestseller first 24 hrs Subscribe "Be so good they can't ignore you"
Joined October 2008
10.2K Following    103.4K Followers
This is on Phil Spencer. His horrendous acquisition strategy, plus the doomed Game Pass business model. "in a typical year, we lost 64 cents for every dollar we invested"