Good morning & happy Thursday! Today's issue is incredibly packed as we're diving deep into finance giants Visa & Mastercard, both of which just launched agentic AI payment platforms (what it's all about, why it matters & why payment titants have a volume problem here + bonus reads into other Visa & Mastercard's agentic AI moves, & how Google wants to be the OS for all commerce inside), Vinyl that just raised 20M to replace the fax machines in the public markets (what's the USP here, why it's interesting, and what to watch for next + bonus looks into the IPOs of OpenAI, Anthropic, & the list of top AI & Tech VCs of 2026 inside), and Revolut's secret ECB restrictions (what happened, why it didn't hurt the valuation, but could hurt the IPO + bonus dive into Revolut's latest financials, & deep dive into their AI model for money inside). So let's jump straight into the finnovative stuff '' The simultaneous timing was read by most as defensive urgency: two incumbents scrambling to...
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