Finding Deals in Private Equity

The video discusses the rapid adoption of smartphones compared to historical technologies like radio, highlighting the ongoing impact of smartphones globally. It examines the challenges in valuing tech companies due to the influx of private capital and the trend of companies staying private longer. The video also explores tech disruption, focusing on China's shift from manufacturing to innovation, as evidenced by the high number of patents and tech unicorns emerging from the region.

In what ways do you think the smartphone wars are impacting global technology markets?

What does the trend of unicorns in China indicate about its technological development?