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The macro backdrop is shifting. L1 valuations need a rethink. AI agents are eating VC attention. And the Iran War has knock-on effects most people haven't mapped yet. I sat down with Jamie Coutts CMT to work through all of it. As ever, please enjoy!

Raoul Pal

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57,733 次观看 • 3 个月前 •via X (Twitter)

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