Frank Rotman of QED Investors - Fintech Operator Turned Fintech Investor (EP.181)
Panic with Friends - Howard Lindzon
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The First Principles of Investing
The question is whether these companies can outrun it. Can they steal market share from some of the incumbents? Is there going to be a next generation of company that unseats the last generation? You know, if the answer is yes, then there's a lot of rationality to what will take time to play out. But if you're not, then we've got a problem on our hands. And so in your world, h, what's our next moment where sekoya writes a letter saying, m makes ecoy write the next letter?"
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