The Economics of AI Labs | Fintech Inside #114
How AI labs like OpenAI and Anthropic actually make money - capex, GPU depreciation, inference margins, and why the business model looks more like a bakery than a SaaS company.
Fintech Inside
Fintech Inside distills the most important developments shaping financial innovation in India. Get smart, nuanced insights without the noise.
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The Everything Gateway | Fintech Inside #113
On Stripe leaning into becoming the default economic stack for AI-native companies, from payments and stablecoins to model routing and agentic commerce.
Free Sample Economics | Fintech Inside #112
Why the best fintech companies win trust the same way Indian supermarkets win customers i.e. free samples first, big purchases later. A framework for sequencing value in financial services.
Correspondent Banking, OpenUSD, and Stablecoins | Fintech Inside #111 7th Jul, 2026
OpenUSD, the GENIUS Act, and the layer of banking nobody defends anymore. $300 billion says correspondent banking's slow decline just got a start date.
The Quality and Speed Factory | #110 Fintech Inside - 22nd Jun, 2026
How AI turns India's services industry from a cost story into a capability story. This is about India's once-in-a-generation opportunity.
97 and Free Fallin' | Fintech Inside #109
Three structural forces. Four acute shocks. One permanent new floor. The complete rupee breakdown for fintech founders.
Flight simulator for financial services | Fintech Inside - 108
World models and synthetic user bases could be the next frontier in financial services for risk, regulation and infrastructure.
India Public Markets Insights - Q3 FY26 | Fintech Inside #107
I read earnings calls transcripts and analyst presentations from 23 financial institutions: here's what India's financial system is quietly telling us about the next 3 years.
No Country for Risk | Fintech Inside #106
Near-zero defaults. Record provisions. Reducing unsecured lending. India's financial system is the safest it's been in decades, and a war nobody predicted might prove why.
Deep Dive - Ant Group | Fintech Inside #105, 24th Mar 2026
Inside Ant Group's strategy to build a parallel Visa/Mastercard network, using the global Chinese diaspora - and what Indian founders can learn from it