Agentic Summer School - Part One
What Agentic Commerce Actually Is, And What You Need To Know Going Into Q3 of 2026.
Payments Strategy Breakdown by Dwayne Gefferie
On a weekly basis, I share Strategic Breakdowns of Payment Companies and Insights into How Enterprise Merchants develop Strategy around Payments.
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The US Debit Networks Resurgence
How the US Debit Networks lost every advantage they had, and how one law reversed it all.
PayPal's Unbundling
What comes after you forget to turn your portfolio into a platform.
Fiserv’s Unraveling
What happens when scale outlives strategy
Transaction Foundation Models
Why Stripe, Adyen, Visa, Mastercard and Revolut are all training AI on payment data, what it changes for merchants and margins, and who actually gets to play.
Three Things the Worldpay's Global Payments Report 2026 Made Me Rethink
I've read the Global Payments Report cover to cover for about a decade. This year, three numbers that look settled turned out to be telling a deeper story. Here's what sits underneath them, and why it
Machine-to-Machine Payments
Why the next frontier in payments has no human in it. What it is, why it works now, and whether it's where the next payment companies get built.
Usage-Based Billing
Why Adyen, Stripe, Airwallex and Salesforce are all buying the same software, and what they're really paying for.
The Great Re-Bundling
Why The Last Wave of Mega-Mergers Was About Scale, and This One Is About Scope.
The 2026 Payments Mid-Year Breakdown
Four shifts moved value to the edges of the payment. But one question that matters the most.