Cyrus and Iman discuss the ‘deep sickness’ in the UK (vs. US) capital markets according to James Anderson, the rapid growth of startup entrepreneurship during covid, woke culture in big tech, Microsoft making new moves to compete with Apple, and what makes Nvidia a great investment.

You can also watch this in video format on our youtube channel to see supporting material: https://youtu.be/lKxzUl_pFbo

Materials referenced:

Deep sickness in UK markets: https://www.ft.com/content/81d47276-cf69-40ec-ad52-2f9e0df04ee3 Covid's growth of entrepreneurs in the US: https://www.forbes.com/sites/maneetahuja/2021/06/17/covids-entrepreneur-explosion/?sh=29aab8ab4de7 Antonio Garcia Martinez: https://www.thepullrequest.com/p/bad-apple Matt Taibbi: https://taibbi.substack.com/p/on-the-hypocrites-at-apple-who-canceled Apple Microsoft war: https://www.wsj.com/articles/the-microsoft-apple-tech-war-reignites-for-a-new-era-11624786202 Nvidia: https://www.linkedin.com/posts/michaeljacksonvc_nvidias-40-billion-takeover-of-arm-faces-activity-6810674749828673536-KTp5

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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

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Electric Bookaloo: Sworn Sword (Part 2)