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Fintech
Founders who lived the problem beat opportunists 9 to 1, says Kae Capital founder
23 principles: The 10-slide deck he wants to see, why he rates India's appetite for risk at 4 against America's 9.5, and the seed round he passed on…
12 hrs ago
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The Scuttlebutt
Brazil's Inter grows 30% a year and trades at 8x earnings — Chit Chat Stocks
14 insights: Only 7% of Brazilian households have a mortgage, why he is short airlines and long airports, and the reason Argentina does not even qualify…
Sep 17
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The Scuttlebutt
Fintech Insider: Chime said it was not a bank. Now it is buying one for $590M
5 arguments: Why being a regulated bank may be what held Varo back, what UBS will ask 2027 graduates to prove, and where Europe's scale-up money is…
Sep 15
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Harshit Geddam: 1,000 subscribers at $10 a month makes a creator $10K on his app
10 takeaways: 2M of paper-trading volume from 700 users, a credibility score that ranks traders the way LinkedIn ranks careers, and the 60-70% of volume…
Sep 11
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The Scuttlebutt
Chris Britt: Chime bought its own bank to stop waiting on third-party approvals
6 takeaways: What the $590M Stride Bank deal buys that a seven-year partnership couldn't, five straight beat-and-raise quarters, and a cost to serve…
Sep 11
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The Scuttlebutt
1
Fed Focus, Anthropic Victory and PayPal Deal Bust: Warsh puts 65 months of inflation on the Fed, Advent and Stripe walk away from PayPal…
Bank of England's Andrew Bailey on forward guidance and unconditional promises, Spirit AI's CEO on a ChatGPT moment for robots in three years, and a…
Aug 29
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The Scuttlebutt
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