Hot take: GMV is not ARR

Can't really wrap my head around a founder pitching to a VC to "fix capitalism", but it happened IRL

The most interesting fintech news in July: Cloudflare in getting into embedded payment blog.cloudflare.com/introducing-pa…

SoFi, Money Lion, Dave etc. are increasingly in the partnership game. This time via a Fundrise distribution partnership with SoFi.

In startups, you either die trying, or you eventually own a bank

When you meet a missionary founder, you know it. Today is one of those days. So lucky to be working with great talent from the earliest point in their journey.

Builders are my favorite type of people

You can just build things, with great people. In the last month: - Secured multiple sponsor bank TS' - Developed a 1,000+ BD list in a historically murky industry - Built a playbook for my venture platform - Best of all, partnered with the best talent, early

Favorite quote of the day "in the financing business, it's a matter of pay me now or pay me later" This is about hiring talent

The dark side of voice agents? Massive bank fraud pymnts.com/news/2025/sam-…

VCs counting all the 15-year old IPO-ready portcos and refreshing their TVPI

After losing the Marcus by Goldman Sachs business, Core Card found a home finally euronetworldwide.com/use-cases/euro…

Working with Linkedin API be like

Linkedin is increasingly failing at people search. Better tools already exist out there to supplement. Wonder how many ppl will keep paying for LI premium in 3 years.

Think I found my spiritual animal today: sled dog . Happiest when mushing, annoyed/destructive when told to sit in a corner somewhere

A conversation that only makes sense in 2025 Friend "she's moved to Florida and she has a flexible work schedule" Me "is she an influencer?" Friend "No. she works for the department of education"

Most surprising companies among the signatories: The Food Industry Association (makes sense on 2nd thought) and VideoGen (why?). Most peculiar misses: Nova Credit

Would pay for this

Tried the Comet browser by Perplexity My feedback? Inertia is real (see how Comet failed to read my gmail below). If Google pushes something 80% as good, I'd stick with Chrome, my current default browser

Gen Z's meaning nihilism is a business opportunity