Analysis: The Annotated Stripe Letter
The Money Robot Eating the GDP of the Internet
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DeFi: Do Prediction Markets Need a Prime Broker Yet?
26% of Gen Z investors treat sports betting as a deliberate part of their long-term financial strategy
Analysis: Why Revolut Survived and the Metaverse Didn't, a Tale of Financial Fashions
Virtuals peaked at $16.5MM in monthly fees before falling more than 90% within four months, despite the underlying technology continuing to work.
Podcast: AI Distribution for 5000+ Banks, with Fiserv Co-Head of Financial Solutions Srini Krish
Listen now | From mainframe MIPS to token budgets, why one of the original fintechs is betting on agents, and how 5,000 banks adopt AI without building it themselves
Analysis: Where $25T of Machine Economy Value is Moving
Micron surged 166%, agent tokens fell 23%, and a $25.3T machine economy is increasingly rewarding businesses that can turn AI demand into revenue.
Fintech: Why X Money Is Willing to Lose Money Today
Unlocking a new monetization engine for X
Analysis: Stripe's $10B OpenRouter Bid and the AI Value Chain
The battle for AI profits is shifting from building models to owning distribution, enterprise deployment, and inference infrastructure.
AI: Your Pension is Long Data Center Depreciation
How $27B of AI data centre debt ended up backing retirement income, and the assumption holding it together
Analysis: The Age of the Disposable Company
We file Companies the way we post Content
Podcast: How Perplexity's Computer Is Replacing the Family Office, with Perplexity Finance’s Jeff Grimes
Multi-agent orchestration, traceability, and what the agent platform means for finance jobs
Analysis: Stripe bids $53B for PayPal; and the DeFi Post-Mortem
A funeral, a simulation, and the Phoenix