fintech

“I suspect that that is going to be the hook in the same way that Bitcoin was the hook at the beginning of last year. The hook for this year, like the acquisition strategy of FinTech is going to be around high yield.”

“What we've seen in the last 12 months is that these two segments have grown dramatically thanks to COVID tailwinds and the broader trends towards cloud adoption, and these two segments actually represented the highest total valuation of subsectors on this year…”

“The fastest growing segment within our cloud 100 list this year was fintech”

“It's gonna be a long time until folks are comfortable with lower quality revenue again, and what I mean is fintechs with 20% margins companies, you know, folks with huge, with, even, even folks like Twilio, one of the best companies in the history of, Cloud an…”

“The fintechs, one of the things the banks are scared about is that they're becoming AI agents, which treat the banks as a commodity.”

“But today it's hard to get deposits because they're competing against all these fintechs who are frankly better marketers than they are. Always better marketers than banks are.”