fintech
2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 26, 2024 by Sam Lessin · across every show →
Everything said about fintech, oldest first
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…”
Jan 26, 2024 neutral
Sam Lessin: Converting MAU or GMV into enterprise value is difficult
“I think that in some of these industries that are regulated or highly complicated health and fintech being probably the best examples, but there are others. It's just a lot harder than it looks to go from having a big headline MAU number And some revenue or li…”