Sebastian predicts David Vélez (Nubank) will outperform Nick Shalek (Revolut) in the US market due to Revolut's over-extension across too many markets.
“think I have to go with David. Wow. Why? Because I think Nick's challenge right now might be that he is so distributed”
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Our resolution criterion
disputableNubank achieves greater US market share, customer base, or valuation than Revolut by 2030.
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