#026 - Rational Musings: James Anderson, Startup Boom, Woke Culture In Big Tech, Microsoft Moves, & Investing In Nvidia

<p>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.<br /> <br /></p> <p>You can also watch this in video format on our youtube channel to see supporting material: <a href= "https://youtu.be/lKxzUl_pFbo">https://youtu.be/lKxzUl_pFbo</a> <br /> <br /> <br /></p> <p>Materials referenced:<br /> <br /></p> <p>Deep sickness in UK markets: <a href= "https://www.ft.com/content/81d47276-cf69-40ec-ad52-2f9e0df04ee3">https://www.ft.com/content/81d47276-cf69-40ec-ad52-2f9e0df04ee3</a> <br /> <br /> Covid's growth of entrepreneurs in the US: <a href= "https://www.forbes.com/sites/maneetahuja/2021/06/17/covids-entrepreneur-explosion/?sh=29aab8ab4de7"> https://www.forbes.com/sites/maneetahuja/2021/06/17/covids-entrepreneur-explosion/?sh=29aab8ab4de7</a> <br /> <br /> Antonio Garcia Martinez: <a href= "https://www.thepullrequest.com/p/bad-apple">https://www.thepullrequest.com/p/bad-apple</a> <br /> <br /> Matt Taibbi: <a href= "https://taibbi.substack.com/p/on-the-hypocrites-at-apple-who-canceled"> https://taibbi.substack.com/p/on-the-hypocrites-at-apple-who-canceled</a> <br /> <br /> Apple Microsoft war: <a href= "https://www.wsj.com/articles/the-microsoft-apple-tech-war-reignites-for-a-new-era-11624786202"> https://www.wsj.com/articles/the-microsoft-apple-tech-war-reignites-for-a-new-era-11624786202</a> <br /> <br /> Nvidia: <a href= "https://www.linkedin.com/posts/michaeljacksonvc_nvidias-40-billion-takeover-of-arm-faces-activity-6810674749828673536-KTp5"> https://www.linkedin.com/posts/michaeljacksonvc_nvidias-40-billion-takeover-of-arm-faces-activity-6810674749828673536-KTp5</a> <br /> <br /> <br /></p> <p>--</p> <p>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 u