credit card companies
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 3, 2026 by Vlad Tenev · across every show →
Everything said about credit card companies, oldest first
Mar 3, 2026 bearish
Tenev: Legacy card issuers are too bloated to match 3% cash back
“I think it's a cost structure problem. You look at the big credit card companies and they have tens of thousands of people, right? Tens of thousands of people that are manually servicing the, these accounts and, you know, that they spend a ton of money on mark…”