Good morning & happy Monday! Today, we're breaking down Revolut's confirmed dual IPO on Nasdaq and the LSE to see why this is London's best available deal, not a vote of confidence in the London Stock Exchange (why Storonsky spent 3 years calling London irrational and what specifically changed his math, how Wise's LSE-to-Nasdaq migration is the closest precedent for what comes next + bonus dives into Revolut's recent data breach, and why it's interesting & deep dive into Why We Aren't Bullish Enough on Revolut inside), and diving into Meta's Muse connector launch, which is essentially Meta's bid to become the App Store for Agentic Commerce (why connectors plus the Stilla acquisition give Meta agents on both sides of every transaction, why the gap between Meta's ambition and its actual developer platform is the most important fact in this story, & what every consumer-facing business needs to do now + bonus deep dives into the Ultimate Guide to Grok Bot, and Anthropic's Strategy to...
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