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Arthur Olson
Founding partner at Ravenswood Partners and featured guest providing a detailed analysis of Robinhood's product, business model, growth dynamics, and regulatory positioning.
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Oct 31, 2025
• 1h
Robinhood: Mobile First, Margins Later - [Business Breakdowns, EP.233]
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Arthur Olson, a founding partner at Ravenswood Partners, dives into the evolution of Robinhood, which transformed from a mobile-centric platform into the third-largest U.S. broker. He explains how payment for order flow revolutionized commission-free trading and discusses the importance of product experience in attracting users. Arthur also highlights Robinhood's strategic pivot to serve active traders and diversify revenue streams, alongside the impact of the 2021 meme-stock event. Insightful analysis of their regulatory positioning and future growth opportunities round out this engaging conversation.
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