2026-03-04
McGrew is also part of the PayPal and $PLTR mafia. He was the second engineer Palantir hired, and he's a large part of why FDEs became a thing. Arda also taps into the Tolkien mythos. [image]
Wall Street Journal
Sources: Arda, co-founded by ex-OpenAI chief research officer Bob McGrew to automate manufacturing using AI, is raising $70M at a $700M valuation
2026-02-04
$PYPL PayPal CEO @acce is out. Branded 1% growth. Guidance - terrible. Revenue - Terrible. FCF - Not great. Yeah, I'm looking for an exit. Adios, PainPal.
Bloomberg
PayPal names HP CEO Enrique Lores as CEO, replacing Alex Chriss on March 1, and reports Q4 revenue up 4% YoY to $8.68B, below estimates; PYPL closes down 20.3%
PayPal Holdings Inc. said HP Inc. Chief Executive Officer Enrique Lores will take the top job from Alex Chriss …
2026-01-09
$PYPL PayPal + $MSFT partnering for Agentic Commerce is a good thing. PayPal will get a piece of this pie in the future as they're partnered with so many platforms, no matter who wins. The problem for the stock is that Agentic Commerce is too far away to deliver meaningful
Search Engine Land
Microsoft debuts Copilot Checkout in the US, enabling in-chat purchases via PayPal, Shopify, Stripe, and more; Shopify merchants will be automatically enrolled
Microsoft is beginning to roll out its first agentic experiences within Copilot, it's AI answer engine.
$PYPL PayPal + $MSFT partnering for Agentic Commerce is a good thing. PayPal will get a piece of this pie in the future as they're partnered with so many platforms, no matter who wins. The problem for the stock is that Agentic Commerce is too far away to deliver meaningful
The Information
Sources: OpenAI has been slow to expand in-app checkouts for ChatGPT as the startup and its partners Shopify and Stripe struggle to standardize merchant data
OpenAI's efforts to turn ChatGPT into a go-to personal shopper are off to a slow start. — Challenges with wrangling product data mean …
2025-12-01
Nvidia's stock reacted negatively to Google and Meta's discussion for Google's TPUs. While we don't officially know how Google's 7th (ironwood) generation will fare aside from releases by Google, but it's unlikely that their TPUs will near the efficiency and max throughput Nvidia enjoys [image]
SemiAnalysis
An in-depth look at TPUv7 Ironwood, and how the latest Google TPU generation positions Google as the most threatening challenger to Nvidia's AI chip dominance
Fascinating article. They argue that the reason for NVIDIA's circular investment deals is to intertwine their own fate with that of the big labs, to keep themselves on top — Ope...
2025-10-28
$PYPL Earnings look great! A classic 3x beat. The stock is running on the OpenAI partnership and dividend news in addition to this. 🟢 Revenue: $8.48b (beat by $170m) 🟢EPS: $1.34 (beat by .14) 🟢Dividend Announced (14 cents) 🟢Guidance: Raised [image]
CNBC
PayPal CEO Alex Chriss says the company signed a deal with OpenAI to let shoppers use PayPal's digital wallet in ChatGPT to pay for items, starting in 2026
PayPal has signed a deal with OpenAI to have its digital wallet embedded into ChatGPT so users can pay for items found through …
$PYPL Earnings look great! A classic 3x beat. The stock is running on the OpenAI partnership and dividend news in addition to this. 🟢 Revenue: $8.48b (beat by $170m) 🟢EPS: $1.34 (beat by .14) 🟢Dividend Announced (14 cents) 🟢Guidance: Raised [image]
Bloomberg
PayPal reports Q3 revenue up 7% YoY to $8.4B, total payment volume up 8% to $458.1B, above $450.3B est., and raises its FY 2025 EPS forecast; PYPL jumps 10%+
Bloomberg :
2025-03-12
$PYPL This is awesome. PayPal continues to use its $PYUSD stablecoin for its Ventures fund, this time in a Series B raise for Mesh. “This is the largest investment of its kind, and it won't be the last.” When I interviewed Alex, he talked about the stablecoin being used across
CoinDesk
Mesh raised an $82M Series B, settled mostly in PayPal's PYUSD stablecoin and led by Paradigm, to expand its stablecoin-based payments settlement network
Krisztian Sandor / CoinDesk :
2025-03-08
$SOFI The OCC rescinded a portion of what prevents SoFi from relaunching their crypto platform. So can SoFi launch tomorrow? Not really, no, but this is still a big deal. It's a “rev your engines” moment, NOT a green light. Why do they need to wait? 1) There are other [image]
Reuters
The US OCC says banks can engage in some crypto activities, rescinding prior guidance that told them they should clear such activities with regulators first
The U.S. regulator overseeing national banks clarified Friday that banks can engage in some crypto activities …
2024-09-05
@CyclesWithBach Imagine having a ticker that reads “AI” and being down 32% YTD in the middle of fantastic tailwinds.
Reuters
C3.ai reports Q1 revenue up 21% YoY to $87.2M, vs. $86.9M est., and subscription revenue up 20% YoY to $73.5M, vs. $79.1M est.; its stock falls 16%+ after hours
Juby Babu / Reuters :
$AI Tom Siebel, CEO: “C3 AI is the original Enterprise AI company. Our unwavering commitment to solving the most challenging problems in the enterprise has led us to what we believe are the highest levels of customer satisfaction in the industry.” It appears the market doesn't [image]
Reuters
C3.ai reports Q1 revenue up 21% YoY to $87.2M, vs. $86.9M est., and subscription revenue up 20% YoY to $73.5M, vs. $79.1M est.; its stock falls 16%+ after hours
Juby Babu / Reuters :
2024-04-20
And as a reminder, Apple was sued last month by the DoJ in the US in part for restrictive access to the NFC chip. https://x.com/...
Reuters
Sources: EU may accept Apple's proposal to open its NFC payments tech to rivals, and may close its antitrust probe in May, letting Apple avoid hefty fines
Apple's (AAPL.O) offer to open its tap-and-go mobile payments system to rivals is set to be approved by EU antitrust regulators as soon …
$PYPL $AAPL Apple's proposal to the EU, which will open up NFC chip access to others such as PayPal for an Apple Pay-like experience is likely to be accepted in May. The back and forth on the actual language of the settlement since January, hence the delay. [image]
Reuters
Sources: EU may accept Apple's proposal to open its NFC payments tech to rivals, and may close its antitrust probe in May, letting Apple avoid hefty fines
Apple's (AAPL.O) offer to open its tap-and-go mobile payments system to rivals is set to be approved by EU antitrust regulators as soon …
@disk0nekted Yep, it is. And something else I love about this and the DMA in EU: PayPal isn't just sitting around hoping macro gets better and competition is less severe. It feels like PayPal did that in '22 for the most part, and part of '23. That's the sign of a company in trouble:...
Reuters
Sources: EU may accept Apple's proposal to open its NFC payments tech to rivals, and may close its antitrust probe in May, letting Apple avoid hefty fines
Apple's (AAPL.O) offer to open its tap-and-go mobile payments system to rivals is set to be approved by EU antitrust regulators as soon …
2024-02-29
$HOOD Robinhood's competitor Webull looks to go public via the SPAC route. Yes, Virginia. We're in a bull market. They'll be merging with $SKGR in order to do so (market cap ~300m) and Webull is expected to be valued around $7b. Let's compare $HOOD and Webull: Webull: 4.3m... [image]
Wall Street Journal
Webull plans to go public via a SPAC merger with SK Growth Opportunities around September 2024 and expects to raise ~$100M, valuing the online brokerage at $7B+
Hannah Miao / Wall Street Journal :