The New Arms Race: AI, Fintech's Resurgence, and Apple's Next Move
A2Z Fintech17 Juni 2025

The New Arms Race: AI, Fintech's Resurgence, and Apple's Next Move

In this episode, Aman and Zubin dissect the biggest stories shaping the tech and finance landscape. They kick off by discussing the promising signs that the "Fintech IPO Winter" is finally over, with major players like Chime and Circle making successful market debuts. The conversation then shifts to Stripe's strategic moves in the crypto space, positioning itself as a core infrastructure for the future of Web3 commerce.

The deep dive of the episode centers on Apple's high-stakes AI gamble at WWDC. Aman and Zubin debate whether Apple has lost its innovative edge, particularly in the race for AI dominance. They explore two potential paths forward for Apple: a strategic partnership with Google or a bold series of acquisitions to build its own AI powerhouse.

Finally, they unpack the return of tech oracle Mary Meeker after a six-year silence. Her latest 340-page report on AI provides a sobering yet brilliant analysis of the new tech landscape, highlighting the geopolitical significance of AI and the infrastructure that powers it. The key takeaway? The ground is shifting under tech and finance, and the race is on for relevance and survival in this new era.

Avsnitt(29)

S2E12 — Life, Love & Liquidity: Finance, Funny and the View from Fifty

S2E12 — Life, Love & Liquidity: Finance, Funny and the View from Fifty

Click here to watch a video of this episode. Two best friends from an accounting class in Ohio, both turning fifty this year. One spent the next thirty years inside the world's largest banks. The othe...

29 Apr 1h 15min

S2E11 — Pit Wall, Podium and Pie: Q1 2026 Fintech Scorecard

S2E11 — Pit Wall, Podium and Pie: Q1 2026 Fintech Scorecard

Click here to watch a video of this episode. Ninety days ago we made ten fintech predictions on this podcast for 2026. Today we graded them in public. Four have already played out fully. Three are dir...

21 Apr 20min

The $1.8B Bridge: The Mastercard-BVNK Deal Rewiring Card Networks

The $1.8B Bridge: The Mastercard-BVNK Deal Rewiring Card Networks

Click here to watch a video of this episode. Mastercard paid $1.8 billion for BVNK, the largest stablecoin acquisition in history. Four months earlier, Coinbase walked away from a $2 billion deal for ...

13 Apr 27min

India's Wellness Paradox: The Sumaya 7 | S02E09

India's Wellness Paradox: The Sumaya 7 | S02E09

India has 100 million diabetics. 47% of the population is overweight. And we are the most wellness-educated generation in history. That's the paradox.Sumaya Dalmia has been transforming bodies and bui...

7 Apr 59min

Your Broker Has 18 Months | The Week Finance Changed

Your Broker Has 18 Months | The Week Finance Changed

In the age of AI, stock trading is still writing cheques. That changed this week.On March 9, 2026, Nasdaq partnered with crypto exchange Kraken to build the Equities Transformation Gateway — tokenized...

11 Mars 13min

PayPal's Last Stand: The Rise, The Coup & The $300 Billion Fall of Fintech's OG

PayPal's Last Stand: The Rise, The Coup & The $300 Billion Fall of Fintech's OG

In September 2000, Elon Musk boarded a plane for his honeymoon. By the time he landed in Sydney, he was no longer CEO. His co-founders, Peter Thiel and Max Levchin, had staged a midnight coup, scrappe...

2 Mars 29min

The Last Family Portrait: Schroders, Nuveen & the Death of Mid-Sized Active Management | £9.9bn Deal Autopsy

The Last Family Portrait: Schroders, Nuveen & the Death of Mid-Sized Active Management | £9.9bn Deal Autopsy

The Schroder family survived Napoleon, two World Wars, the fall of merchant banking, and the rise of passive investing. On February 12, 2026, they said "cash me out" — agreeing to sell their 222-year-...

15 Feb 29min

Healthy Money: How to Build a "Moat of Convenience" in Modern Banking

Healthy Money: How to Build a "Moat of Convenience" in Modern Banking

Ever wondered if banks are just giant dodos stuck in legacy land, or could they actually get hip and healthy? Well, Alastair Campbell is here to dish out the secrets of making money healthy again, min...

11 Feb 48min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
rss-svart-marknad
rss-borsens-finest
badfluence
avanzapodden
uppgang-och-fall
svd-tech-brief
bathina-en-podcast
fill-or-kill
lastbilspodden
rss-dagen-med-di
rss-kort-lang-analyspodden-fran-di
tabberaset
rss-inga-dumma-fragor-om-pengar
24fragor
kapitalet-en-podd-om-ekonomi
rikatillsammans-om-privatekonomi-rikedom-i-livet
borsmorgon