Good morning & happy Wednesday! Today, we're breaking down Revolut AIR's EU launch to see why the real competitive battle isn't against Starling but against bunq's Finn (how AIR's product discovery play differs from Finn's support roots, why Revolut's 80M users and 11 '100M+ revenue lines create a cross-sell engine bunq structurally can't match, how last week's Revolut Research launch connects directly to the EU rollout timing & what's next + bonus deep dives into PRAGMA, Are We Bullish Enough on Revolut' & Revolut's EURR stablecoin inside), and Grok Bot's agentic shopping launch to see why the real story here is not yet another AI agent buying a Starlink Mini (how Stripe Link mints a throwaway card the AI bot never sees, why the human tap on every charge is a liability strategy rather than a missing feature, the split between Google's and SpaceXAI's agentic AI approaches & what to watch next + bonus deep dives into Stripe, Google, and The Ultimate Guide to Grok Bot: The First Real...
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