Aika’s Newsletter
Subscribe
Sign in
Home
Archive
About
Latest
Top
Discussions
Revolut's Puzzle
Revolut is shipping products and launching in new countries at a breakneck pace. Will it be a paradigm shifting company?
May 5, 2021
•
Aika Ussenova
20
Share this post
Aika’s Newsletter
Revolut's Puzzle
Copy link
Facebook
Email
Notes
More
Fintech in LatAm: Banking the Unbanked
Nubank, Ualá and others building path to LatAm customer
Sep 9, 2021
•
Aika Ussenova
16
Share this post
Aika’s Newsletter
Fintech in LatAm: Banking the Unbanked
Copy link
Facebook
Email
Notes
More
Where are $100B fintechs?
There are only few big ($100B) companies in finance and almost all of them are incumbents. Where are $100B fintechs?
Feb 14, 2024
•
Aika Ussenova
17
Share this post
Aika’s Newsletter
Where are $100B fintechs?
Copy link
Facebook
Email
Notes
More
5
CashApp Is King
CashApp is a part of Square, a $100b company founded by Jack Dorsey. I provide breakdown of CashApp's business model and economics.
Jan 18, 2021
•
Aika Ussenova
9
Share this post
Aika’s Newsletter
CashApp Is King
Copy link
Facebook
Email
Notes
More
6
Kaspi.kz - What’s Next for the Most Important Company in Kazakhstan
A profile on Kaspi.kz - a bank turned technology company that IPO’d in London last month raising over $1 billion and becoming the largest listing out of…
Nov 12, 2020
•
Aika Ussenova
11
Share this post
Aika’s Newsletter
Kaspi.kz - What’s Next for the Most Important Company in Kazakhstan
Copy link
Facebook
Email
Notes
More
11
Network Effects in Fintech
Can they provide an enduring competitive advantage to consumer fintech companies?
Apr 8, 2022
•
Aika Ussenova
17
Share this post
Aika’s Newsletter
Network Effects in Fintech
Copy link
Facebook
Email
Notes
More
4
Understanding Klarna
Plus: How customers use CashApp and Kaspi.kz financial results
Mar 4, 2021
•
Aika Ussenova
8
Share this post
Aika’s Newsletter
Understanding Klarna
Copy link
Facebook
Email
Notes
More
Tinkoff and Russia's Ecosystems
In Russia, everyone is building ecosystems - Tinkoff, Yandex, Sber, Mail.ru and many more. But Tinkoff is a great bank and perhaps it should stay as…
Feb 8, 2021
•
Aika Ussenova
11
Share this post
Aika’s Newsletter
Tinkoff and Russia's Ecosystems
Copy link
Facebook
Email
Notes
More
1
TransferWise and its Many Pivots
TransferWise proved that fintechs can be profitable. Along the way it didn’t shy away from pivoting. I think its transitioning from B2C to B2B and it…
Nov 27, 2020
•
Aika Ussenova
5
Share this post
Aika’s Newsletter
TransferWise and its Many Pivots
Copy link
Facebook
Email
Notes
More
1
Stripe Should Be a Bank
Stripe is building the internet infrastructure. Paul Graham thinks it's the next Google. Should it become a bank?
Nov 20, 2020
•
Aika Ussenova
4
Share this post
Aika’s Newsletter
Stripe Should Be a Bank
Copy link
Facebook
Email
Notes
More
3
Banking on Young People: gohenry, Current, Step, Greenlight
Banking apps for young people collectively raised over $350 million in recent months. I am looking at their strategies.
Dec 11, 2020
•
Aika Ussenova
5
Share this post
Aika’s Newsletter
Banking on Young People: gohenry, Current, Step, Greenlight
Copy link
Facebook
Email
Notes
More
Why Be a Bank?
There are two types of digital banks: bottom-up and top-down.
Dec 4, 2020
•
Aika Ussenova
7
Share this post
Aika’s Newsletter
Why Be a Bank?
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts