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We start the show with a look at how Australia's law requiring big tech  companies to pay for news sharing has been going 1+ years in. Next, we  share some Applico data on M&A activity among B2B distributors and  adjacent competitors looking to disintermediate incumbents and disrupt  the traditional supply chain. The second half of the show covers some  washy data on market outflows coming out of China and why Carvana has  gone from a rising tech star on Wall Street to a sputtering linear auto  business down over 90%.  

#Podcast #B2B #chinastocks