Embedded fintech in 1,000 words - Matt Brown's Notes
What do airline loyalty plans, tractor loans, and iPhone insurance tell us about the future of financial services and the evolving role of fintech in software?| notes.mtb.xyz
What do airline loyalty plans, tractor loans, and iPhone insurance tell us about the future of financial services and the evolving role of fintech in software?| notes.mtb.xyz
Gone are the days of minority investments in high-growth, asset-light, software-led startups. Why do so many VCs and VC-backed companies seem to be acting like PE firms these days?| Matt Brown's Notes
Forget being dismissed as a ChatGPT wrapper. Anyone building vertical AI should fear being a wrapper around a system of record.| notes.mtb.xyz
Vertical software is a great category to build and invest in. But the label and strategies behind it are quickly becoming irrelevant. The opportunity to build vertically focused companies is larger than ever, but the winners and their strategies won’t look like today’s vertical software.| notes.mtb.xyz
Payfac is the model behind fintech’s biggest successes, from Stripe and Square, to Shopify, Uber, and more. It's a critical but misunderstood topic, so here's an explainer in 1,000 words.| notes.mtb.xyz
