Nubank
3 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jun 28, 2026 by Scott Wu · said 9 times in 4 episodes since 2026 · across every show →
Mentions by year
brought up most by David Senra (4), Micky Malka (2), Doug Leone (2), Scott Wu (1)
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2026 9 mentions in 4 episodes 2 per episode
Everything said about Nubank, oldest first
Jun 28, 2026
Cognition's first commercial success was an enterprise migration for Nubank
“Our first success ended up being with a company called Nubank, biggest bank in Brazil, you know, by market cap at the time, and the use case was like one of these big migrations, and we had a kind of a custom Devon that was like extremely, extremely optimized …”
Jun 28, 2026 neutral
Aug 2, 2026 bullish
Malka: Founder-led fintechs like Stripe and Nubank will win AI race
“I think it comes from them. Because first, they're still founder-led, or Revolut, also. They're still founder-led. Those founders are pushing the boundaries of all of this. They are at an age, and they are at a place, and if you talk to them, they're still as …”