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🧠 Stripe's $10bn OpenRouter Bid | Revolut Hits $115bn

Jul 26, 2026

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13 min read

🧠 Stripe's $10bn OpenRouter Bid | Revolut Hits $115bn

Stripe is in talks to buy OpenRouter at ~$10bn and own both sides of the AI P&L. Revolut confirms $115bn. Augustus raises $180m to take on Citi's franchise.

🧠 Where is the trillion-dollar fintech company?

Jul 23, 2026

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10 min read

🧠 Where is the trillion-dollar fintech company?

There aren’t any. Yet. But it’s now possible, because AI and tokenization remove the two barriers.

🧠 Stripe's $53bn PayPal Gamble

Jul 19, 2026

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16 min read

🧠 Stripe's $53bn PayPal Gamble

The biggest payments takeover ever attempted might be Stripe's biggest distraction. Plus: every US stock becomes a token in October, and GPUs get a futures market.

🧠 Finance Agents and the Optimization Economy

Jul 16, 2026

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8 min read

🧠 Finance Agents and the Optimization Economy

The most valuable consumer in America already shops through an AI chat. But they’ve drawn a line at paying.

🧠 Getting a charter was the easy part

Jul 12, 2026

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16 min read

🧠 Getting a charter was the easy part

Circle's final approval drops. Klarna files in Utah, Sony's crypto bank wins conditional OCC approval, and four megabanks circle Fiserv's STAR network. Plus Kalshi loses in the SDNY and Ramp gives AI agents cards.

🤖 Will AI make dotcom look like a blip?

Jul 9, 2026

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9 min read

🤖 Will AI make dotcom look like a blip?

The biggest capital boom ever measured has no unsold inventory. What that means for your dollars and your energy

🧠 Where Robinhood's 7% yield comes from

Jul 5, 2026

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8 min read

🧠 Where Robinhood's 7% yield comes from

Plus: Plaid flirts with an IPO, Erebor 4x's deposits in a quarter, and Meta tried to buy Kalshi

🧠 The Coin Nobody Owns

Jul 2, 2026

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11 min read

🧠 The Coin Nobody Owns

140 companies just agreed to share a stablecoin. OpenUSD is a play for the trillions of dollars that never came onchain.

Simon Taylor
Simon Taylor
🧠 Prediction Markets: A Messy Path to Mainstream

Jun 28, 2026

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9 min read

🧠 Prediction Markets: A Messy Path to Mainstream

Meta enters prediction markets; Polymarket's ad scandal; and Anthropic puts Claude in your Slack.

Simon Taylor
Simon Taylor
🤖 Who holds AI’s off switch?

Jun 24, 2026

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9 min read

🤖 Who holds AI’s off switch?

One Friday night in June, Anthropic locked its own engineers out of its best model.

Simon Taylor
Simon Taylor
🧠 Stablecoin Issuer KYC Rules Proposed

Jun 21, 2026

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8 min read

🧠 Stablecoin Issuer KYC Rules Proposed

Plus: Coinbase's SEC-registered AI investment advisor, and Karta raises $15m for an international travelers' credit card (but don't stay stablecoins)

Simon Taylor
Simon Taylor
🧠 Why Zelle wants to launch a stablecoin

Jun 18, 2026

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9 min read

🧠 Why Zelle wants to launch a stablecoin

The Clearing House reached for tokenized deposits, Zelle went stablecoin, and why stablecoins are the rail above the rails.

Simon Taylor
Simon Taylor
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Fintech Brainfood

Food for thought about Finance, AI and the future of money.

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