Thought Leadership Threads

I pulled a thread together a few weeks ago about how the early stage fintech ecosystem has gotten a bit crazy and overheated. Since then I was asked to comment on the later stage madness.  Unpacked:

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The debate rages on about whether @RobinhoodApp is “doing good” or “doing harm”. There is no simple answer to this question so it’s best to frame the conceptual issue and then return to the specifics.

The most disturbing trend I’m seeing in the early stage fintech ecosystem is the raising of 2-3 back-to-back rounds with minimal progress in-between. Unpacked: