Absolutely love your newsletter, I have discovered so many gems like scuttle blurb, mbi and net interest (I think) from your posts.
I discovered you while looking for info on constellation software.
I have noticed you post about Visa and I am wondering if you have a view or resource to learn more about payments, and what the fin techs in payments might do to the networks a decade or two out. Is it possible that stripe, square, PayPal and the like could disintermediate visa and mastercards duopoly? My knowledge of payments tech is very limited so looking for credible resources to learn more.
Absolutely love your newsletter, I have discovered so many gems like scuttle blurb, mbi and net interest (I think) from your posts.
I discovered you while looking for info on constellation software.
I have noticed you post about Visa and I am wondering if you have a view or resource to learn more about payments, and what the fin techs in payments might do to the networks a decade or two out. Is it possible that stripe, square, PayPal and the like could disintermediate visa and mastercards duopoly? My knowledge of payments tech is very limited so looking for credible resources to learn more.
Thank you for the kind words.
Scuttleblurb has multiple posts on the payment infrastructure, I think that's probably the best place to start for a good overview.
Mine Safety Disclosure also has a two parter on Visa:
https://minesafetydisclosures.com/blog/2019/5/29/part-l-a-history-of-visa
https://minesafetydisclosures.com/blog/2019/7/23/part-ll-an-overview-of-visa
I will check those out, thank you.