Welcome to Q2, Equity family

Jensen Huang took the stage at Nvidia's GTC conference this week in his signature leather jacket to deliver a two-and-a-half-hour keynote, projecting $1 trillion in AI chip sales through 2027, declaring that every company needs an “OpenClaw strategy,” and closing with a rambling ...  Show more

Artificial intelligence models are multiplying fast, and competition is stiff. With so many players crowding the space, which one will be the best — and who decides that? Arena, formerly LM Arena, has emerged as the de facto public leaderboard for frontier LLMs, influencing fundi ...  Show more

Global markets saw divergent trends, with European stocks struggling due to a falling oil price and high China exposure, while US markets saw a broad-based rally driven by positive tech sector news. Bond yields steadied, and investors await the release of the FOMC minutes for ...

About this episode: Host Benjamin Ensor, Director of Research and Strategy at 11:FS, is joined by a fantastic panel of guests as we dive into some of the biggest stories from the worlds of fintech, banking, and wider financial services this week. Stories covered on the podcast th ...  Show more

About this episode: Host Benjamin Ensor, Director of Research and Strategy at 11:FS, is joined by a fantastic panel of guests as we dive into some of the biggest stories from the worlds of fintech, banking, and wider financial services this week. Stories covered on the podcast th ...  Show more

Join hosts Laura Watkins and Benjamin Ensor alongside some great guests as we look at the biggest financial services and fintech stories of the past week. Topics covered include: a LATAM fintech roundup featuring news from Nubank, Ualá, and Tako; Klarna announcing plans to IPO i ...  Show more