When this Yale economist warned of the biggest market crash in history...
No one believed him.
But when the dot-com bubble burst wiped out $5 Trillion in wealth...
No one was laughing.
Here's why his 3 latest predictions have Wall Street listening: 🧵
Want to build a multi-billion dollar fintech company? It's simple. Your company has to be either a 4 or 5 letter word.
Brex, Ramp, Xero, SoFi, Step, Bolt, Fast, Stripe, Plaid, Alloy, Square, Chime, Blend, Digit...
I don't make the rules
@Mastercard and @Visa both reported earnings for the fourth quarter yesterday. #ConsumerSpending was uncharacteristically not very robust in Q4 compared to Q3, but much higher than the same quarter in 2019. https://t.co/IJ4i3J5iG2
Vertical markets are particularly good candidates for a SaaS+fintech business model because customers prefer one piece of purpose-built software for their specific industry and use cases. https://t.co/jWt6QaR8xN via @a16z