Released May 5th, 2021
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.
Public Equity
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John Collison - Growing the Internet Economy
An overview on how Stripe is disrupting the traditional network ecosystem (Visa, Mastercard).
Visa Business Breakdown: Former Executive
An in-depth discussion with a former executive.
Plaid's Quiet End Run
An overview on the dissolution of Visa acquisition of Plaid and how Plaid fits into the network ecosystem.
Visa, Plaid, Networks, and Jobs
An analysis of Visa and Plaid's failed acquisition and the implications from the DOJ.
Part l: A History of Visa
A deep-dive into Visa’s origin story including the start of the credit card market and how BankAmericard became Visa.
Part lI: An Overview of Visa
A deep-dive into Visa’s business model including how Visa makes money and the company’s secret sauce.
Dee Hock, the Father of Fintech
A look at the history of Visa through the eyes of its founder, Dee Hock.
Geopolitical Risk in Payments
A brief discussion on the geopolitical risks in controlling currencies and the payment networks.
A Piece of the Action: How the Middle Class Joined the Money Class
An overview on how Americans went from being savers to borrowers with the rise of credit cards, mutual funds, and IRAs.
One from Many: VISA and the Rise of Chaordic Organization
Written by Dee Hok, the founder of Visa, this book chronicles the origins of the largest payment network in the world.