Four Insights
Matthew ParkerFour Insights drops a daily show on technology, venture capital, and startup tea.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 148 | Subscribers | Read | stretchfour.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
$110 Billion for OpenAI, 4,000 Jobs Gone at Block, and the $1.7 Billion Medicaid Fraud That Business Identity Could Have Caught
Weeks are months. Months are years. Years are decades. That’s what it feels like right now in tech. The pendulum is swinging harder in both directions—and relevancy is lasting shorter and shorter amounts of time.
Nvidia's $68 Billion Quarter, the $109 Million AI Lobbying War, and the Fintech Infrastructure Company You've Never Heard Of
Three stories dominated business this week. Each one, on its own, is worth tracking. Together, they tell you where the leverage points are in the economy right now—and who's positioning to control them.
Stripe Could Buy PayPal for Less Than a Quarter of Its Own Valuation
Day three of the daily show. If you missed the first two — I did quick daily deep dives on Earnings Week and FIS Earnings/Anthropic vs Pentagon
The Through Line: Banking, AI Guardrails, and the Re-Plumbing of Payments
Today I've got three things: FIS earnings, Anthropic (of course) and the Pentagon, and why stablecoins are a B2B story. I also teased out my prediction for who will become the "SBF of AI" at then end .Tomorrow I will dig into Stripe at $160...
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Authors
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Hi there, It is Matt and this is the Stretch Four Insights Newsletter. I spend my time reading, running a startup, and raising my son Cain with my wife Whitney.
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