The article catalogue could not load.
Fraser Christie of Sandstone Global Investment argues Affirm's underwriting and merchant network effects make it an American Express for the internet, though markets still price it like a lender.
Vesta CEO Mike Woo argues mortgage origination suits AI agents because the work is complex, verifiable, and measurable in cost per loan, though agent reliability claims remain asserted rather than demonstrated.
Tempo's Dan Romero argues that stablecoins are moving from payout plumbing to financial-services foundations, with private zones, yield and personal AI agents testing whether enterprise demand follows.
Nicholas Sharp, CEO of AI-native CRM Adeum, argues agents turn systems of record into context stores, but his claim that the harness creates advantage rests on self-reported benchmarks.
Chargebee's Venet Sashadri argues AI companies can chart revenue but not margin, and that an open, telecom-inspired record standard matters even as model prices fall.
Air Street Capital's Nathan Benaich, author of the ninth State of AI report, argues capability is compounding as AI helps build AI, while access, revenue and security remain uneven.
Joel de la Garza of a16z argues that cheap AI-driven bug-hunting invalidates the risk-acceptance logic of security, yet rejects doom scenarios in favor of sustained patching and precautionary shutdowns.