In our latest Rational Musing market roundup, Iman and Cyrus give a Lindy take on some updates in the world of tech. We cover delivery startup valuations, moats, Apple's M&A strategy, hiring, the future of careers in tech, and whether SPACs are dying out.

You can also watch this in video format on our youtube channel to see accompanying slides and screen share.

https://www.youtube.com/watch?v=JQupUzDkKEc 

Materials referenced in the show: Asim Qureshi post: https://www.linkedin.com/posts/asimq_... Balaji Srinivasan hiring: https://twitter.com/balajis/status/13... Death of Math: https://twitter.com/garrytan/status/1... O'Reilly article on the end of Silicon Valley: https://www.oreilly.com/radar/the-end... François Chollet ML: https://twitter.com/fchollet/status/1... Rational VC SPACSmas Special: https://www.youtube.com/watch?v=kw3RV...

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Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya

Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327

Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. ---

Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.