Released February 24th, 2022
Sebastian Kanovich - Powering Emerging Markets Payments
Sebastian Kanovich is the CEO of dLocal. We cover dLocal’s playbook for facilitating payments in emerging countries, what Sebastian has learned about great API building, and how he challenges himself to improve personally.
Business Building
Public Equity
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Alex Rampell - Visa: The Original Protocol Business
Alex Rampell is a general partner at Andreessen Horowitz, where he focuses on investing in financial services. Alex co-founded Affirm and TrialPay. We cover Visa's business model, unique history, and potential threats from other businesses and macroeconomic forces.
Sebastian Mejia - Mastering On-Demand Convenience
Sebastian Mejia is the co-founder and president of Rappi. We cover the ways in which Rappi has balanced growth and unit economics, how fungibility is a key characteristic of any rewards program, and Sebastian's views of the value of brands in an increasingly app-based world.
John Collison - Growing the Internet Economy
An overview on how Stripe is disrupting the traditional network ecosystem (Visa, Mastercard).
Sergio Fogel | Co-Founder of dLocal
A conversation with dLocal co-founder Sergio Fogel discussing the company's model, and what it's like to do business in emerging markets.
dLocal: The Small FinTech Taking Wall Street by Storm
An analysis of the business model, competitive moat, market opportunity, and financial performance of dLocal.
APIs All The Way Down
A discussion of the modern API infrastructure layer with a specific focus on how Shopify leverages Stripe’s APIs for mutual benefit.
Considerations on Global Payments, Remittances and the Tech around this
An exploration of cross-border payments, how the market has grown and evolved over the years, and the players seeking to disrupt this space.
Fintech and the digital transformation of financial services: implications for market structure and public policy
A detailed report on economic friction and forces in financial services, industrial organization, policy implications and trade-offs.
The Anatomy of the Swipe: Making Money Move
This book breaks down the innovation happening around card-based payments, and the business models of each party in the payments ecosystem.
The Pay Off: How Changing the Way We Pay Changes Everything
Learn about global payments habits and trends, and how other factors besides technology will shape the future of payments.