Chaordic organizations, community investing & the return of the DAODee Hock, the founder & former CEO of Visa is one of the preeminent practitioners & thought leaders of organizational development. His…Oct 24, 20211Oct 24, 20211
The everything bubble & TINA 2.0If you turn on the TV, or read the financial press, financial pundits & investors alike are talking about “The Everything Bubble.” There…Sep 1, 20211Sep 1, 20211
Buy Now, Pay Later & Payment RamificationsThere’s been a lot of ink spilled over Square’s $29.0B acquisition of Afterpay, ramifications for public / private payment companies; with…Aug 9, 20211Aug 9, 20211
FinTech 3.0 Re-Architecting Financial Market Infrastructure & DeFiFinancial Services BackgroundJun 8, 20215Jun 8, 20215
The Excess of Everything: The Markets Unrelenting Supply Creation MachineLast September we wrote about capital allocation & risk asset ramifications in a 0% interest rate world. We said:Mar 25, 2021Mar 25, 2021
Payments & The Trillion Dollar Market OpportunityFinTech continues to heat up with demand from both public & private investors & seemingly not enough supply. FinTech 1.0, 1.5.0, and 2.0…Jan 29, 20211Jan 29, 20211
10 Thoughts as 2020 Comes to an EndIn May we wrote about COVID-19 as a societal accelerant, the implications for Cloud vs. Land Jobs, Content Consumption, Digital Banking…Dec 28, 2020Dec 28, 2020
The (Neo) Bank Bundle & Transition to Subscription RevenueAccording to an analysis for The New York Time conducted by Mint, in 2019 people spent $640/year on digital subscriptions such as…Nov 22, 20202Nov 22, 20202
Moats & Network Effects in Financial ServicesLast week the DOJ filed a lawsuit to block Visa’s proposed $5.3B acquisition of Plaid which was announced in January. The complaint had to…Nov 9, 20201Nov 9, 20201
