Category Archives: Uncategorized

I’ve gotten versions of this question recently from bankers and investment-analyst clients. It’s certainly messy. There are multiple countervailing trends in the macro economy that make this a complex picture. Rapid shift in rate environment has changed the mix in … Continue reading →

Note: The following post is an elaboration on a recent advisory conversation I help with some institutional investors in the payments space. If you’d like to book me for a consultation or other engagement, check my offerings here. Here’s the … Continue reading →

Software has long been supposed to be eating the world. Stripe was kind enough to invite me to their annual stipe ‘sessions’ event, in person for the first time since 2023. And you might of thought of Stripe as a … Continue reading →