' Hey, Linas here! Welcome back to a ' weekly free edition ' of my daily newsletter. Each day, I focus on 3 stories that are making a difference in the financial technology space. Coupled with things worth watching & the most important money movements, it's the only newsletter you need for all things when Finance meets Tech. Stripe CEO Patrick Collison says AI agents will make better products win ' [The 2026 evidence mostly backs his bet that AI shopping agents will reward quality over attention. Three things decide which products win and who captures the gains] a16z's State of Markets 2026: The AI Playbook for Founders and Investors ' [Everything that matters in a16z's 90-page deck: why this AI boom is earnings-backed, where the money flows next, and what founders and investors should do now] Anthropic's new IPO prospectus shows why profits didn't save its $2 trillion valuation '' [why slowing growth, not the $80.7B loss, is what cut the price, why the compute bill keeps climbing...
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