In this episode, Ruki and Andrew join the show. We cover a wide range of themes shaping tech and markets in 2025. We dig into how AI might disrupt established players like Salesforce, PayPal, and Adobe, and whether large language models are really a dead end on the path to AGI. We also debate the fintech battleground with Wise vs. Stripe, discuss our takeaways from Meta Connect 2025, share a snap judgment on Adyen’s stock, and step back to look at the broader forces driving markets this year.
It’s a mix of deeper dives and quick takes – perfect for anyone interested in the intersection of technology, investing, and the future of business.
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No More Investing Secrets! (by René Sellmann)