Nubank

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 13, 2026 by Alex Immerman · said 5 times in 3 episodes since 2026 · across every show →

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brought up most by Alex Immerman (3), Molly O'Shea (1), Ev Randle (1)

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Everything said about Nubank, oldest first

Mar 13, 2026 bullish
Assertion Partly supported
Immerman: Revolut has reached 40% ROE, surpassing Nubank
“And that has resulted in Revolut already having, like, 40% ROEs, which are higher than a new bank.”
Alex Immerman Mar 13, 2026 ▶ 31:14 Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi · Sourcery with Molly O'Shea
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