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Dragonfly general partner Rob Haddock argues that consumer agents will commoditize while financial platforms capture the value, even as agent-driven cancellations, consensus investing and shrinking data advantages reshape fintech economics.
Jenny Johnson, CEO of Franklin Templeton, separates AI's slow enterprise payoff from frothy infrastructure bets, and argues that scale acquisitions and blockchain rails are how asset managers adapt.
VGS strategy chief Terry Angelos tells a16z's Alex Rampell that credentials give agents arms and legs, but open card-network standards must settle who is liable when agents err.
Revolut's Nik Storonsky argues that founder alignment, metric-driven discipline and hardship-forged skill beat professional management, but his case rests largely on his own experience.
Silvia CEO Anthony Pompliano argues businesses will migrate from rented frontier models to owned, specialized intelligence, but his evidence comes from one personal finance product and one cost comparison.
Jeeves CEO Dip Tasman argues stablecoin rails succeed with CFOs when invisible and bundled into banking workflows, even as fee compression, regulation, and local-currency liquidity remain unresolved.
Nnamdi Okike of 645 Ventures argues venture judgment is science, not instinct, yet admits data can only surface candidates, while motivation, inflections and market timing still require human judgment.