NUNUNu Holdings Ltd. Class A
$13.22
24h
+11.75%
market participantmarket participant
18 Oct, 19:28

Bullish on Nubank as a leading digital native fintech

Bullish-9.20%

AI Summary

The author identifies scaled digital natives like Nubank as major winners over legacy companies due to network effects, data advantages, and AI capabilities.

Many of these legacy companies just finished catching up to Web 2.0 / mobile native era. They are glacial I think there will be some big winners from scaled digital natives from 2010s with network and data advantages Nubank is a good example of this - young enough to be code-native, old enough to have 100M users and resources for foundation model

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