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Thank you Karen Webster for the great conversation

In a year unlike anything, this win means everything Nike Los Angeles Lakers

It's official: DOJ files antitrust suit challenging Visa's $5.3 billion acquisition of Plaid From the suit: "Visa seeks to buy Plaid – as its CEO said – as an “insurance policy” to neutralize a “threat to our important US debit business.” Visa is a monopolist in online debit..

🙏🙏🙏 The Information

Exciting day. Now back to work. 💪💪💪

Thank you Harry Stebbings for hosting me at The Twenty Minute VC podcast! thetwentyminutevc.com/matan-bar/

1/ Public Today: Intuit QuickBooks Small Business Recovery Report Headline: Surviving businesses are recovering fast. In March 2021, every state except Hawaii was ahead of its pre-pandemic performance intuit.me/recovery

Start with the customer and work backwards. Thx Packy McCormick

Exceptional outcomes are only driven by exceptional leaders & teams. Welcome Prashant Gandhi ! reuters.com/business/finan…

Financial services are in the midst of a generational transformation. Michael B. Gilroy Jackie Reses Saanya Ojha

Pure, absolute, indescribable magic.

Research & development expenditure (% of GDP): Israel 🇮🇱: 5.44 South Korea 🇰🇷: 4.81 Sweden 🇸🇪: 3.53 Belgium 🇧🇪: 3.48 USA 🇺🇸: 3.45 Japan 🇯🇵: 3.26 Austria 🇦🇹: 3.20 Switzerland 🇨🇭: 3.15 Germany 🇩🇪: 3.14 Denmark 🇩🇰: 2.96 Finland 🇫🇮: 2.94 Iceland 🇮🇸: 2.47 China 🇨🇳: 2.40 France 🇫🇷:

Simple tech stack for handling your accounting: - QuickBooks for invoicing/financials - Melio for billpay (no physical checks needed) - Gusto for payroll - Google sheets / excel for KPIs, scorecards, cash flow worksheet Inexpensive tools with plenty of automation capabilities.

World's most (and least) expensive cities to live in: 1. 🇸🇬 Singapore 1. 🇨🇭 Zurich 3. 🇨🇭 Geneva 3 🇺🇸 New York 5. 🇭🇰 Hong Kong 6. 🇺🇸 Los Angeles 7. 🇫🇷 Paris 8. 🇩🇰 Copenhagen 8. 🇮🇱 Tel Aviv 10. 🇺🇸 San Francisco ~ 163. 🇮🇳 Chennai 165. 🇳🇬 Lagos 166. 🇮🇳 Ahmedabad 167. 🇿🇲 Lusaka

על הטענה שLLM מתגלים כמתכנתים לא רעים אורי ענה את (1). עד לא מזמן הסכמתי איתו באופן כללי, אבל משהו בחודשיים האחרונים השתנה *אצלי*. בואו ל🧵 (ארוך) על איך שיניתי את דעתי, למה אני sold כמעט לגמרי על הרעיון, ובו זמנית לא באמת חושש למקצוע. יהיו גם טיפים מניסיוני הקצר.

As you think about the TAM in terms of gross profit (the ONLY line item that matters in our business) on the TPV metrics above, think 20-175 bps depending on the business model and # of products. All of the fintech share is going to V / MA.

~$13T of global fin services market cap today. A lot of that MC is 10x earnings stuff we don't love. I think for these segments above there is a global $1-2T MC opportunity. We spend too much time asking who will win amongst this class of great companies - the answer is all of