How treating AI like plutonium became the best enterprise strategy in tech
The stock market thinks AI kills SaaS. Here's what I think they're missing. Plus; Capital One Acquires Brex for $5.15bn
AI isn't a bubble, but OpenAI's balance sheet sure is looking like one.
Plus; BVNK powers stablecoin payouts for Visa Direct & the Crypto Market Structure Bill is delayed
And it can do your whole job now
Plus; Trump Caps Credit Cards at 10%, Stablecoin app Kontingo is hacked, and JP Morgan takes the Apple Card business from Goldman
Plus; JP Morgan explores letting clients trade crypto, while also freezing the accounts of Blindpay and Kontigo
The year of Agentic Commerce, Stablecoins and Prediction Markets did not disrupt the banks, but they changed everything else.
Banks multiply money. Stablecoins move it. We need both.
Plus; Why Klarna's stablecoin is anything BUT bandwagon jumping & Robinhood is doubling down on prediction markets for everything.
It's cheaper to cover a hole in the wall with a flat screen TV than fill it. Stuff is cheap, services are expensive. AI is about to fix that.
Also: JPM Coin on Base, and Coinbase walked from BVNK
