Felix: I've been getting intrigued by the prospect of what's happening in big tech. He says when valuations collapse, you solve a lot of money on the side lines. felix: Michael dell is kind of the play book for that. Felix: Let go back and get into the game, but don't go back to where you came from.
In this episode, Felix and Mihir discuss stories they will follow this summer. These include the fate of neobanks, credit conditions in the United States, a major advance in AI, as well as changes in income inequality. Plus, Mihir makes a major prediction how founders will spend their time now that the stock market has imploded.
Our predictions: https://www.lapecorabianca.com/ and https://www.airalo.com/