RiskReversal Pod What's In Your Merger Agreement? with Trevor Marshall + Funders x Founders with Ajay Kamat & Ethan Agarwal | Okay, Computer. Podcast
Feb 21, 2024
Tech and fintech headlines covered include Capital One's plan to acquire Discover Financial, crypto, and AI winners/losers. The Funders x Founders segment features The Coterie's background, Silicon Valley Bank debacle impact, and current macroeconomic environment. Also discussed are market narratives, stock market evolution, and transition from founder to investor in the tech venture industry.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Business Discussion on Coterie and Analysis of Capital One's Acquisition of Discover Financial
01:31 • 2min
Analyzing the Implications of a Potential Merger in the Financial Sector
03:04 • 17min
Tech Industry Evolution and Cloud Infrastructure Competition
20:04 • 8min
Predictions and Concerns About Nvidia's Stock Performance and Customer Dependency
27:49 • 2min
Value Creation in Bitcoin ASIC Development vs. Machine Learning Training
29:22 • 3min
Exploring Market Narratives and Stock Market Evolution
32:45 • 4min
Journey from Founder to Investor in Tech Venture Industry
36:55 • 18min
From Concept to Growth: Nurturing Early-Stage Ventures
55:06 • 11min