The Visa callout on the payments hyperscaler positioning is spot on. Their shift from just processing transactions to becoming infrastructure for AI commerce and tokenization puts them in a completely different competitive category than traditional processors. That steady growth you mentioned is actually deceptive becuase it masks how much they're transforming the underlying business model. The consumer strength data from their management is particularly valuable right now given all the recession noise.
The "speed/quality ratio" of the insights contained in your reports is unmatched. It's fascinating how LLM with good practises is changing the game... Thank you!
Thank you. That’s very kind. Next week I’ll be profiling some awesome new idea research workflows that highlight opportunities from earnings season. Quite exciting.
The Visa callout on the payments hyperscaler positioning is spot on. Their shift from just processing transactions to becoming infrastructure for AI commerce and tokenization puts them in a completely different competitive category than traditional processors. That steady growth you mentioned is actually deceptive becuase it masks how much they're transforming the underlying business model. The consumer strength data from their management is particularly valuable right now given all the recession noise.
The "speed/quality ratio" of the insights contained in your reports is unmatched. It's fascinating how LLM with good practises is changing the game... Thank you!
Thank you. That’s very kind. Next week I’ll be profiling some awesome new idea research workflows that highlight opportunities from earnings season. Quite exciting.