Kinnevik AB Chairman James Anderson on FAANGS

The transcript discusses the vulnerabilities and overvaluation of major tech companies like Facebook, Google, Amazon, Netflix, and Disney. It highlights the need to reassess business models and the impact of advertising setbacks. The speaker advises a long-term investment strategy, noting Tesla's stronger position despite challenges. The dialogue suggests a shift from short-term predictions to evaluating the fundamental strength of these companies.

What vulnerabilities have been observed in major tech companies like Facebook and Google?

How have consumer-facing platforms like Netflix and Disney faced challenges recently?

What does the speaker suggest about the long-term viability of certain business models?

What advice does the speaker give regarding investment strategies in light of market corrections?

In what ways does the speaker believe Tesla's business position has changed?