Everything said about
16
Ideas · 30d
15
Episodes
4.0
Avg depth
16
Ideas · all time
The conversation · most recent first
4 JULFINTECH INSIDER PODCAST BY 11:FS · 09:40
Embedded finance captures creator economy via attention
"Non-financial platforms like TikTok, partnering with payment networks like Visa, can dominate creator financial services by leveraging existing user attention to bypass traditional bank acquisition costs."
In depth · 4/5
4 JULFINTECH INSIDER PODCAST BY 11:FS · 05:15
Nubank forces LatAm payment modernization
"Nubank and digital-first incumbents have successfully dismantled the unbanked narrative in Latin America, shifting the regional challenge from basic financial access to payment optimization."
Substantive discussion · 3/5
4 JULWHAT BITCOIN DID · 03:10
Credit card reward loop stymies Bitcoin payments
"The guest argued that Bitcoin payment adoption is held back not by technology, but by a credit card duopoly loop that incentivizes consumers with merchant-funded rewards."
In depth · 4/5
4 JULMONETARY MATTERS WITH JACK FARLEY · 11:50
Stablecoins complement rather than disrupt credit networks
"Lynn Alden argued that stablecoins will complement rather than disintermediate traditional payment networks like Visa and Mastercard over the next five years."
Substantive discussion · 3/5
4 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 04:15
Economic entanglement drives US-China detente
"The speakers argued that bidirectional economic entanglement and trade deals are the most reliable path to avoiding geopolitical conflict and stabilizing US-China relations."
In depth · 4/5
4 JULFINTECH INSIDER PODCAST BY 11:FS · 04:50
FCA probe targets payment network dominance
"The regulatory investigation into Mastercard, Visa, and PayPal over digital wallet practices highlights growing global antitrust headwinds for dominant payment networks."
In depth · 4/5
4 JULFINTECH INSIDER PODCAST BY 11:FS · 01:15
Soft POS unlocks emerging market payment networks
"The guest argued that global payment networks can leverage Soft POS technology to bypass physical infrastructure bottlenecks in emerging markets."
In depth · 4/5
4 JULMASTERS IN BUSINESS · 08:15
A five-bucket framework for AI investing
"The guest proposed analyzing the AI landscape through five distinct categories to avoid speculative hype and identify durable beneficiaries, enablers, and protected businesses."
Core thesis · 5/5
4 JULFINTECH INSIDER PODCAST BY 11:FS · 00:50
A2A rails challenge card network dominance
"The panel argued that global card networks face a long-term structural threat from localized account-to-account payment alternatives and variable recurring payment frameworks."
In depth · 4/5
4 JULTHE KNOWLEDGE PROJECT · 07:20
Stablecoins threaten Visa and Mastercard duopoly
"The guest argued that stablecoins operating on fast, global crypto rails will heavily threaten the high-margin duopoly of Visa and Mastercard by bypassing US regulatory capture and high transaction fees."
In depth · 4/5