Payments, Credit and Vertical SaaS with Matt Brown of Matrix Partners
Rebank: Fintech Analysis
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The Evolution of Bundling
I think for companies that started out there, if they have enough runway and they have the capacity to do this, I think you're going to see this rush to sort of bundling. A lot of the businesses that have positioned themselves historically more as kind of neo banks exclusively reliant on interchange are now kind of scrambling to layer in more and more of these products. And while those Stripe as an example still makes the majority of its revenue from acquiring, I imagine, on a per product basis,. They have an incredible amount of software products as an example that certainly complement acquiring.
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