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RECENT Notes
2024
Pricing payments in vertical software
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verticalsoftware.fyi
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Invisible asymptotes in vertical software
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Price and shape risk that others can't or won't
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The future of interchange
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Investing in Rainforest
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Real-time payments in 1,000 words
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The new fintech stack is... open source?
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Data on fintech adoption in vertical software
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A chat with Toast's GM of Fintech