Good morning & happy Friday! Today, we're diving deep into Bullhound Capital's brand new 56-page report on Revolut, arguing its fresh $115B valuation is merely a waypoint on the road to $400B+ by 2030 & $1 trillion+ by 2035 (whether the report is actually bullish about the right things, the three options it leaves completely unpriced, including PRAGMA, the in-house AI foundation model quietly becoming the bank's operating system, plus the two numbers most likely to break the $400B path, & actionable takeaways for founders, operators & investors + bonus deep dives into the AI Monopoly Playbook, the latest financials of Monzo & Starling Bank, and The New Enterprise AI Go-To-Market Playbook inside). So let's just jump straight into the game-changing stuff '' Following the money ' FinTech giant Revolut recently confirmed a secondary share sale at a $115 billion valuation, roughly $2,017 per share and up more than 50% from the $75 billion round it set only last November. That makes the...
learn more
