Matthew Le Merle

speaker
473 appearances 1 recordings 1 series first heard Jul 2026 last heard 5 Jul

Matthew Le Merle’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

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It's 40, 50 years in the making, but it's time has come.
And we're digitalizing intelligence and work as we speak.
So the companies that are at the leading edge of that are very, very, I think, investable, though their valuations are going sky high incredibly quickly.
And maybe too high.
The second big thrust for us is we've already talked about is the digitalization of global financial rails and infrastructure.
And it's necessary both so that the traditional financial companies, banks, payment companies, asset managers, insurance companies, trading exchanges and so on can upgrade themselves.
But it's also opening up the opportunity for new to the world players, many of which were investors in with names like Coinbase and Kraken and Uphold and Anchorage and Robinhood and so on to grow and scale very quickly.
So that's the second big thrust.
And then the third that I would talk a little bit about is
The continuing evolution and upgrading of internet companies themselves.
You know, if you had a name like Revolut, you're not actually a new company.
You've been around for a long time.
You were an internet-based fintech company.
But now you're upgrading yourselves.
You're embracing blockchain.
You're embracing crypto.
You're probably deploying AI tools.
And you're also migrating towards this future.
So...
So for us, those are the big three thrusts, AI and the digitalization of intelligence and work.
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