Good morning & happy Wednesday! Today, we're diving into Stripe and Advent, which just placed a $53 billion bid to acquire finance giant PayPal (why Stripe needs PayPal & why Advent's payments empire is the real story here + bonus dive into Stripe's Agentic AI strategy inside), and Revolut, which just gave AI Agents the keys to its trading platform (why Revolut did that, how it stacks againts other players in the space & what it tells us about the future of finance + bonus dives into Revolut's proprietory AI PRAGMA, and How to Build Agentic OS with Claude Fable 5 inside). So let's just jump straight into the finnovative stuff '' Stripe and Advent International have jointly bid $60.50 per share for PayPal PYPL 0.00%', backed by $50 billion in committed bank financing, in what would be the largest fintech takeover attempt in years ' Advent is the main architect here, which has spent 18 months quietly assembling a full-stack payments conglomerate through Nuvei and Payoneer, and the...
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