Released April 6th, 2022
Hamish Corlett - Block: Square, Cash App, and Economic Access
Hamish Corlett is an investor at TDM Growth Partners. We cover the common threads that have enabled Block to organically build two major ecosystems in Square and Cash App, how the recent Afterpay acquisition can strengthen the connective tissue between those businesses, and the competitive frontiers Block faces.
Professional Investors
Public Equity
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Michael Willar - Adyen: A First Principles Payment Platform
Michael Willar is a portfolio manager at Stenham Asset Management. We cover Adyen’s single-platform payments solution in detail, what has led it to achieve unusually high levels of profitability and growth, and why payments doesn't have to be a winner-take-all market.
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.
Ben Savage - All Things Fintech Investing
Ben is a partner at Clocktower Ventures and is focused on financial technology and investing. We cover the development of brand new asset classes, cryptocurrency, and trends in asset management technology.
Jack Dorsey on Square, Cryptocurrency, and Artificial Intelligence
Block's enigmatic founder and CEO discusses the future of the digital economy, and Square's role in shaping it.
Jim McKelvey on How Square Beat Amazon
This conversation covers Square's origins and how it successfully scaled to be able to compete with Amazon.
Jackie Reses - Leadership Lessons, Fintech Innovation, & Helping Small Businesses
The former head of Square Capital shares insights on leadership, innovation in fintech, and how Square empowers small businesses.
Lessons from Cash App
Learn how Square turned community, collaboration, curation, and content into a winning go-to-market strategy for CashApp.
Square & the Holy Grail of Payments
Learn how Square built a closed-loop payment network by bringing together the Square ecosystem and CashApp.
A Deep Dive Into Cash App's Growth Machine
A look at the tactics Square used to fuel CashApp’s growth.
The Innovation Stack
Learn how the problem-solution-problem chain creates a series of interlocking inventions, which can be a powerful business asset.
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.