At scale, all B2B products converge. It’s reports, alerts, workflow, permissions and approvals all the way down.

I’ve spent a lot of time thinking how to best advise and invest into fintech companies, and over time have come up with a few mental frameworks to assist myself. Here’s one of them:

Last week, Ant Group (the company behind Alipay) filed for potentially the largest IPO ever. If that doesn't make you listen, consider that in 2019, Alipay's payment volume was $16 trillion -- that's 12% more than China's GDP. What's the deal with Alipay? A (long) thread ⬇️⬇️

All else being equal, it’s often more prudent to prefer teams that tend to Over-Promise & Under-Deliver (OPUD) rather than teams that consistently Under-Promise & Over-Deliver (UPOD) 👇🏾

This is where many of the best athletes in the world train. Just remember that when you think facilities are the key to athletic performance.

Boom

Ask yourself: Could this meeting be a zoom? Could this zoom be a phone call? Could this phone call be an email? Could this email be a text? Could this text be unsent? Could we in silence retreat to the forest? Could we, by game trails & forgotten paths, vanish into the trees?

Why US and EU payments markets are completely different

Neo-banks be like

For anyone building B2B2B or B2B2C startups, I understand your struggle of trying to differentiate account vs customer vs client in the codebase.

So Ethereum is theoretically at $8bn run rate, valued at $240Bn. Not so crazy multiple (30x) considering the company grew 200x...

Fintechs are becoming Banks faster than Banks are becoming Fintechs.

We need a version of The Marquess of Queensberry Rules for governing disputes between fintech companies with the same name.

"fin" tech

The world's 50 most beautiful sports venues — a thread: 1. Henningsvaer Stadium in Henningsvaer, Norway

.Europe’s #payments ecosystem has already produced many incredible companies, but there are still a number of areas that we feel are going to be fertile ground for innovation...more on our predictions on what's next for next gen payments companies👇 accel.com/noteworthy/pre…

Why Beauty Matters (and how it has been destroyed by "usability") A short thread...

The recession is now technically over. Adam Neumann raised $1bn pre-seed round from a16z to ‘revolutionize real estate’

1. Ever wonder what the rest of the Mona Lisa looks like? Got Adobe Firefly to help fill out the background for me with the power of AI Here's what the backgrounds of the most famous paintings in the world look like with AI: