Jan 28, 2026
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8 min read
How treating AI like plutonium became the best enterprise strategy in tech
Jan 25, 2026
20 min read
The stock market thinks AI kills SaaS. Here's what I think they're missing. Plus; Capital One Acquires Brex for $5.15bn
Jan 21, 2026
7 min read
AI isn't a bubble, but OpenAI's balance sheet sure is looking like one.
Jan 18, 2026
15 min read
Plus; BVNK powers stablecoin payouts for Visa Direct & the Crypto Market Structure Bill is delayed
Jan 15, 2026
And it can do your whole job now
Jan 11, 2026
24 min read
Plus; Trump Caps Credit Cards at 10%, Stablecoin app Kontingo is hacked, and JP Morgan takes the Apple Card business from Goldman
Jan 4, 2026
23 min read
Plus; JP Morgan explores letting clients trade crypto, while also freezing the accounts of Blindpay and Kontigo
Dec 21, 2025
6 min read
The year of Agentic Commerce, Stablecoins and Prediction Markets did not disrupt the banks, but they changed everything else.
Dec 7, 2025
5 min read
Banks multiply money. Stablecoins move it. We need both.
Nov 30, 2025
Plus; Why Klarna's stablecoin is anything BUT bandwagon jumping & Robinhood is doubling down on prediction markets for everything.
Nov 23, 2025
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.
Nov 16, 2025
21 min read
Also: JPM Coin on Base, and Coinbase walked from BVNK
