Apple has stuck the landing on AI. What excites me is what could happen with AI + the Apple Wallet.
Mercury hit 8 Quarters of profit and has more cash on its balance sheet than it has raised. Immad believes the account is the wedge to build a financial platform.
This issue is not a Banking-as-a-Service thing; it's a finance thing. What we see with Synapse, Evolve and Yotta is not the only example. But it's by far the most challenging to unpick.
Do growth companies want a relationship with humans when seeking capital or managing cash?Â
Would a FINRA for BaaS or a SOC2 for BaaS help?
Brex created a category. Life before Brex was terrible for founders and growth businesses. Is owning the infrastructure how they win?
A decade ago, card issuers talked about being "top of wallet." Now, it's about being the wallet.
On $>300m ARR in 5 years, being product obsessed and company metrics with Eric Gyman, CEO of Ramp
There is a line forming at the IPO window, but who goes first?
🧠Interviews with B2B Fintech CEOs from Ramp, Brex, Modern Treasury and Arc that go deeper. Operator level depth. True Fintech Nerd goodness for your earholes.
Nubank passed 100m customers, Monzo raised again, Affirm, Dave, Robinhood crushed their earnings. Fintech has no chill.
As Chime looks to prep its IPO, Coinbase delivers $1bn in profit and Ad spend is up 40% YoY growth is back. Fintech is back. The perfect time to look at the innovations that got us here & where next
