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JPMBEARISHIn depth · 4/5

AI-native disruptors outgrow legacy incumbents

The thesis argued is that AI-native and crypto-native companies like Figure will grow much faster than legacy incumbents like JPMorgan because they lack bureaucratic inertia and can move at 'AI speed'.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE