Finance has been torn apart by frontier tech.
From artificial intelligence, to decentralized finance (DeFi) and blockchain, to mixed reality, chatbots, neobanks, and roboadvisors — the finance industry will never be the same. Its fee pools are collapsing, big tech is aggregating billions of users, infrastructure is digitized and permissionless, and generational trust has cratered.
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There is a core logic to the vectors of change. We’ve spent a decade making sense of the noise. Roboadvisors in 2009, wealthtech in 2014, Ethereum in 2016, fintech equity research of neobanks, AI, AR/VR, paytech, and crypto/blockhain since 2016, coverage of DeFi and NFTs since 2019, exploration of SPACs, the financial metaverse, and DAOs in 2020, and AI and Machine learning in 2023.
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