The Insight Notes
Jenny AungNotes from the intersection of business strategy, consumer insights and competitor intelligence in digital markets.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 16 | Founded | 8 months ago | Last Issue | 2 months ago |
| Active | |||||
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theinsightnotes.substack.comLatest Issues
The Inflection Playbook: Robinhood's Transition to Becoming a Financial Superapp
Photo by PiggyBank on Unsplash
Robinhood has a mission on earth.
Democratizing finance for all.
In a world of firms like Charles Schwab, Fidelity and Interactive Brokers, Robinhood was an oasis. Sleek, youthful, easy, simple and mobil...
The Inflection Playbook: The Rise and Rise of Revolut
Photo by appshunter.io on Unsplash
Revolut has one clear goal.
"We are still early on our journey, working towards 100 million daily active customers across 100 countries." — Revolut, 2025 Annual Report
That’s a much harder target tha...
The Inflection Playbook: eToro's Bet on AI and Identity
Happy Monday and welcome to my new biweekly case study series.
The Inflection Playbook is a case study series on companies (Particularly FinTech and Startups) at a turning point, to uncover the real story behind indicators like earnings,...
My Path from Medicine to Financial Markets: Myanmar, Life, COVID, Politics, and Everything in Between
A few weeks ago, I was talking to someone recruiting for a Research Analyst role at a crypto exchange in Dubai. Unfortunately, it was a Chinese-speaking position, and I can’t speak Chinese beyond some greetings and a few words I probably sh...
TradFi and DeFi Derivatives: What Really Changes When Markets Go Onchain
Photo by Shubham Dhage on Unsplash
Over the last few weeks, I was deep in research on new finance startups, most of which is happened to be built on onchain protocols. Hyperliquid, Phantom, Ostium, Superstate, etc. There is this realizatio...
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Authors
The writers behind this newsletter.
I research and write about market dynamics, competitive strategy, consumer behaviour and why businesses win or lose, particularly FinTech and Startups.
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