This podcast episode explores various topics ranging from the audacious theft of intellectual property by a former Samsung executive, to the challenges faced by U.S. companies in protecting their intellectual property from theft by China. The episode also discusses the antitrust concerns surrounding Google's dominance in the adtech industry and the potential breakup of its ad exchange business. Additionally, the episode highlights Vertex Pharmaceuticals' virtual monopoly in the cystic fibrosis drug market and its extensive drug development pipeline. The valuation of Vertex Pharmaceuticals and its growth potential are also discussed.
