bank
also referred to as: banks
3 statements across 3 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Nov 10, 2023 by Sam Lessin · across every show →
Everything said about bank, oldest first
Nov 10, 2023 negative
Lessin: Sub-$20B businesses are shut out by both banks and venture capitalists
“Small businesses you know, things that aren't, can't be public company, twenty billion dollar public companies ever are very poorly served by everyone right now because banks won't lend to them. And you know, there's no capital for them and venture capitalists…”
Jan 26, 2024 bearish
Sam Lessin: Believing fintech startups can outscale incumbent banks is silly
“So you basically have to have this theory that for some technological reason or customer acquisition reason, you can basically overcome all of that and scale so big and so fast that it doesn't matter. And I think that's like, again, is it, if you want to dream…”
Jul 11, 2025 bullish
Yakovenko: Visa will settle via stablecoins instead of banks
“And normal people are not going to switch from credit cards because it's just kind of entrenched. But the way Visa deals with like banks, I think it's going to change because they don't have to care about banks as much anymore. They can actually just do everyt…”