Over-engineered posts on fintech, stratfin and unit economics nerdery
Platform | Substack | Pricing | Only free issues | Publishes | Weekly |
---|---|---|---|---|---|
Issues | 52 | Subscribers | Read | interspace.samir.xyz |
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With the newest NBA season starting up in just a few weeks, it’s as good a time as any to prove that everything, everywhere is eventually fintech-related, even basketball. So let’s take an over-engineered look at the unit economics of jerse...
A few months ago, I went down an over-engineered fintech rabbit hole to understand the unit economics behind the take rates for Cash App Pay as a response to Jevgenijs Kazanins’ very excellent fintech take on why Cash App Pay could be the n...
## The impossibility of 3%
When I first read Jevgenijs Kazanins’ very excellent fintech take on why Cash App Pay could be the next major driver of Block’s growth in the face of some challenging headwinds for Block, I was floored by the initially compelling case. He a...
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