Su Zhu and Kyle Davies (of Three Arrows Capital 3AC) are back

According to FTAlphaville, the founders of 3AC are back with a new venture, like a cockroach that refuses to die. If you want to get past the paywall, FT Alphaville is free with just your email subscription, unlike the rest of the Financial Times.

Here is the pitch deck. I guess their idea can be summarized in these 2 slides.

The problem (according to them):



The solution (also according to them):



This reminds me of how Adam Neumann of WeWork made (or is currently making) a comeback.

None of the above should be construed as financial or investment advice. Do your own due diligence as I will not be responsible for any loss/risk.




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