From the Nido

Summary In this podcast episode, the team at Nido discussed various predictions for 2024. They start by introducing the revamped podcast format and their goal to make VC and entrepreneurship more fun and relatable. They then focus on four predictions. First, looking at the upcoming Mexican presidential election and the possibility of having a woman president for the first time in history. Here, the hosts discuss the history of politics in Mexico and the significance of this election. Second, they explore the increase in VC activity expected in 2024 and the challenges faced in the previous year. Third, they delve into optimism in the startup world, particularly in the intersection of AI and entrepreneurship while highlighting the potential for true innovation in Latam. And fourth, they explore the possibility that semiconductors will become the most valuable commodity in 2024. Overall, the episode provides insights into the political landscape of the world, VC trends, and the entrepreneurial mindset in Mexico.  Takeaways The upcoming Mexican presidential election is significant as it may result in the country's first woman president. Mexico's political history has seen a transition from an autocratic regime to a full-blown democracy with increasing women's inclusion. 2024 is expected to see an increase in VC activity, particularly in later-stage companies, although it may not reach the levels of 2021. Despite challenges, there is optimism in the startup world, driven by the relocation of global supply chains to Mexico and the intersection of AI and entrepreneurship. There is a sense of optimism in the ability to create due to the confluence of forces such as AI, which is transforming everything. Interest rates play a significant role in the ecosystem and their stabilization and decrease can affect the availability of capital. Understanding the importance of interest rates is crucial as they impact borrowing costs and the overall economy. Semiconductors are becoming increasingly important and their demand is not meeting supply, leading to potential opportunities for investment. AI is opening doors to new possibilities and there is both excitement and caution about its impact on society. Overall, there is a high level of optimism for 2022, despite challenges and uncertainties in various areas. Chapters 00:00 Introduction and Revamping the Podcast 03:12 Chapter 1: Mexican Presidential Election 09:08 Chapter 2: History of Politics in Mexico 23:33 Chapter 4: Optimism in the Startup World 25:54 Optimism in the Ability to Create 27:16 The Impact of Interest Rates 29:21 Stabilization and Decrease of Interest Rates 32:14 Understanding the Importance of Interest Rates 36:27 Semiconductors as the New Gold 42:43 The Optimism and Impact of AI 46:37 Overall Optimism for 2022

Bienvenidos a "Desde el Nido", donde exploramos las tendencias, noticias y temas más candentes. En este séptimo episodio, Maria, Jose Luis y Caro hablan sobre el Cybertruck, la telenovela en Nuevo León y se toman el tiempo de hacer una reflexión sobre el 2023. (00:00) Intro (01:28) Tech Update: Cybertruck (08:36) Politics Update: Samuel Garcia y Mariana Rodriguez (17:22) Reporte del Emprendedor Latino (18:50) Deberías ser emprendedor? (23:56) Inversiones son mas que capital (32:16) Gratitud para los que han apoyado al Nido (33:21) Libros y Despedida Libros: Lessons in Chemistry Flights

Bienvenidos a "Desde el Nido", donde exploramos las tendencias, noticias y temas más candentes. En este sexto episodio, Maria, Jose Luis y Caro discuten las noticias más recientes sobre Binance, la sorprendente elección en Argentina y el enorme drama ante la salida (y retorno) de Sam Altman como CEO de OpenAI.  Además que tenemos a nuestra primera invitada al programa: Sofia Arimany, Head of Tech Policy en Ducco, una startup dedicada a asesorar a empresas emergentes en temas de políticas públicas. Si te interesa lo que hablamos, te dejamos algunos artículos que referenciamos: How OpenAI's origins explain the Sam Altman drama - NPR https://www.npr.org/2023/11/24/1215015362/chatgpt-openai-sam-altman-fired-explained  Binance Founder Pleads Guilty to Violating Money Laundering Rules - New York Times https://www.nytimes.com/2023/11/21/technology/binance-changpeng-zhao-pleads-guilty.html  Argentina presidential election: far-right libertarian Javier Milei wins after rival concedes - The Guardian https://www.theguardian.com/world/2023/nov/20/argentina-presidential-election-far-right-libertarian-javier-milei-wins-after-rival-concedes También les dejamos una lista de los libros que mencionamos al final del Podcast: Infocracia - Byung Chul Han https://www.amazon.com.mx/Infocracia-Byung-Chul-Han/dp/6073812817  The Brief and Wondrous Life of Oscar Wao - Junot Díaz https://books.apple.com/us/book/the-brief-wondrous-life-of-oscar-wao-pulitzer-prize-winner/id357927587  The Maniac - Benjamin Labatut https://www.penguinrandomhouse.com/books/725022/the-maniac-by-benjamin-labatut/  Elon Musk - Walter Isaacson https://www.amazon.com/Audible-Elon-Musk/dp/B0C62DMKKG/ref=sr_1_1?crid=PSNK2UHLWFM3&keywords=elon+musk+walter+isaacson&qid=1701132100&sprefix=elon+m%2Caps%2C158&sr=8-1 

Bienvenidos a "Desde el Nido", donde exploramos las tendencias, noticias y temas más candentes. En este quinto episodio, Maria, Jose Luis y Caro nos cuentan sobre la caida de Cruise, los giros inesperados de las elecciones en Argentina y hacen un deep dive a la historia e importancia del premio Nobel.  Si te interesa lo que hablamos, te dejamos algunos artículos que referenciamos: California DMV immediately suspends Cruise https://techcrunch.com/2023/10/24/dmv-immediately-suspends-cruises-robotaxi-permit-in-california/ States sue Meta over addictive features  https://www.politico.com/news/2023/10/24/states-sue-meta-addictive-features-kids-00123217  Javier Milei el politico Argentino inclasificable https://elpais.com/argentina/2023-03-28/javier-milei-el-politico-argentino-inclasificable.html Libros Mencionados The Book of Charlie The Good Earth

Bienvenidos a "Desde el Nido", donde exploramos las tendencias, noticias y temas más candentes. En este cuarto episodio, Maria, Jose Luis y Caro muestran sus puntos de vista en dos temas de grandes disputas, el crecimiento de BRICS y los juicios del FTC contra Amazon y Google.  Si te interesa lo que hablamos, te dejamos algunos artículos que referenciamos: Cual es el futuro de BRICS ? https://www.economist.com/the-economist-explains/2023/08/09/what-is-the-future-of-the-brics Libros Mencionados American Prometheus Surrounded By Idiots Podcast Mencionado   Hard Fork

Bienvenidos a "Desde el Nido", donde exploramos las tendencias, noticias y temas más candentes. En este tercer episodio, Maria, Jose Luis y Caro debaten dos dilemas contemporaneos: la elección del 2024 en México y la regulación de tecnología en EEUU vs Europa.  Si te interesa lo que hablamos, te dejamos algunos artículos que referenciamos: Un evento histórico para México: Dos mujeres compiten por la presidencia  https://www.nytimes.com/2023/09/06/world/americas/mexico-women-president-candidates.html Libros Mencionados https://unicorniosyjaguares.com/ Allergic: Irritated bodies in a changing world - Theresa MacPhail  Lessons in Chemistry -  Bonnie Garmus  Homegoing - Yaa Gyasi Transcendent Kingdom - Yaa Gyasi From Good to Great - Jim Collins Happy Valley - Patrick White

Bienvenidos a "Desde el Nido", donde exploramos las tendencias, noticias y temas más candentes. En este segundo episodio, Maria, Jose Luis y Caro nos llevan en un viaje de sus opiniones sobre Elon Musk, el futuro del transporte, Taylor Swift y Siri.  Si te interesa lo que hablamos, te dejamos algunos artículos que referenciamos: Elon Musk's Shadow Rule - The New Yorker https://www.newyorker.com/magazine/2023/08/28/elon-musks-shadow-rule How Siri, Alexa and Google Assistant Lost the A.I. Race - The New York Times https://www.nytimes.com/2023/03/15/technology/siri-alexa-google-assistant-artificial-intelligence.html Protesters Armed with Traffic Cones are Immobilizing Driverless Cars - NPR https://www.npr.org/2023/08/28/1196283050/protesters-armed-with-traffic-cones-are-immobilizing-driverless-cars

En este episodio, José Luis habla con María y Caro, las managing partners del fondo, sobre la historia de Nido, sus filosofías de inversión y, sobre todo, el impacto que quieren tener en el mundo del VC creando un nuevo tipo de liderazgo.