This week, we look at:
Embedded finance as a growing theme with the $10B Affirm IPO and Stripe's launch of Treasury
The customer types that each of these firms is attempting to convert into their product, and what this tells us about economic growth
A framework for understanding the emerging value chain of digital finance, and the role of platforms and marketplaces
This week, we look at:
How the medical reality is accelerating remote work and digital commerce, including the success of buy-now-pay-later companies like Affirm and Klarna
The emergence of virtual worlds and video game environments that generate $ billions in revenue and have millions of participants, with examples of Zwift, Fortnite, Tomorrowland, Roblox, Genshin Impact
How to connect digital environments to digital communities and their economic activity, including through mechanisms like non-fungible-tokens in Rarible and Async Art
Advice for shifting thinking from manufacturing financial product, to starting with the customer, to leveraging the community
