Good morning & happy Thursday! Today's issue is really hot as we're diving into Stripe, which is now building Visa for Machines (two most important product launches from Stripe Sessions 2026, & how the fintech giant is building the full financial stack for autonomous AI + bonus deep dives into Stripe & how Google just won Agentic Commerce), and Revolut, which is now being covered by Wall Street's biggest banks (key takeaways from JPMorgan & UBS reports on the most valuable FinTech in Europe, what's interesting & what to watch for next + bonus deep dive into Revolut's latest 2025 financials & how and why it built PRAGMA, the foundational AI model for money). Let's jump straight into the interesting stuff '' The news '' For years, AI agents could do everything except the thing that actually matters in commerce: spend money. As of this week, Stripe fixed that. Twice over, in two very different ways, aimed at two very different futures. One lets your AI shopping bot tap your wallet with...
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