Revolut

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Oct 22, 2025 by Dan Sundheim · said 8 times in 5 episodes since 2025 · across every show →

Mentions by year

brought up most by Dan Sundheim (4), Patrick Collison (1), Mati Staniszewski (1), John Collison (1), Henri Stern (1)

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2026 3 mentions in 3 episodes 1 per episode
2025 5 mentions in 2 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Revolut, oldest first

Oct 22, 2025 bullish
Prediction Held up
Sundheim: Neobanks like Nubank and Revolut will increasingly take market share
“Iterate on product faster, have better engineers, and I think that those banks are going to increasingly take market share.”
Dan Sundheim Oct 22, 2025 ▶ 1:33:28 Dan Sundheim of D1 Capital on the art of public market investing
Nov 4, 2025 bullish
Insight
Stern: Crypto infrastructure lets startups build neobank features in one year
“A lot of early stage companies that now have the actual stack to build everything that has taken, you know, the neobanks of the world, the Revoluts, the Klarna's decades to build and they can do in a year because everything's ready for them here.”
Henri Stern Nov 4, 2025 ▶ 12:55 Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy)
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