10-Q, Member Exclusive

An assortment of Q2 earnings: PayPal’s growing concerns and SoFi’s path to profitability

  • Narrowing operating margins add to PayPal's woes and SoFi embarks on the long path of profitability.
  • The stock market saw sharp movements last week as Q2 earnings continue to pour in.
Sara Khairi | August 07, 2023
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Designing new products, Member Exclusive, Opinion

Banking has had a product mindset problem, but it might be starting to get better

  • The product mindset gap comes down to whether banks build around internal structures or the problems customers are trying to solve.
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Sara Khairi | October 16, 2026
Blockchain and Crypto, Member Exclusive, Payments

Coinbase is taking stablecoin rails into banking, expanding the market for both

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Javarya Kamran | October 15, 2026
10-Q, Member Exclusive

Financial companies are building closer to the customer

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  • Circle-Tazapay takes a similar approach from the payments side, adding banking relationships and local payment rails around USDC.
Sara Khairi | October 14, 2026
Business of Fintech, Member Exclusive

Can banks buy fintechs without losing what makes them work?

  • Can a bank absorb a fintech’s customers, technology, and talent without losing the product judgment and culture that made those assets valuable in the first place?
  • Valley Bank’s acquisition of Bluevine puts that question into practice, with implications for product development, customer acquisition, and technology strategy.
Sara Khairi | October 13, 2026
Artificial Intelligence, Future of Investing, Member Exclusive

Robinhood is giving AI agents a bigger role in the trading workflow

  • Robinhood is moving AI agents from the sidelines into the trading workflow, giving them access to research, strategy-building, and execution, with customers deciding how much authority to hand over.
  • The company is building toward always-on trading, pairing agents with Loops, expanded market hours, and more market-data tools.
Sara Khairi | October 08, 2026
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