Peter retweeted
Sometimes you see a graph that stops you in your tracks
October makes September look like a rounding error 👀
Never seen anything like this in my decade as an investor…
October makes September look like a rounding error 👀
Never seen anything like this in my decade as an investor…
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1. why not just stream from your phone on Starlink wifi?
2. Spotify offline downloads also solve this
2. Spotify offline downloads also solve this
United Airlines has announced that passengers will be able to stream content from their personal Spotify accounts on their @Starlink-enabled seatback screen.
United is the first airline to offer this capability.
• Passengers scan a QR code to access their Spotify playlists, ooks and videos.
• Content can resume right where passengers left off.
• Passengers can use their phones as remotes to control playback.
• The feature will expand to half of United's fleet by spring 2027.
United says Starlink Wi-Fi is now available on more than 50% of its daily flights, with fleetwide installation expected to be completed by the end of 2027.
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Two very different approaches to AI in banking:
Mercury is building Agent Controls to give customers visibility into & control over agents
Bank of America warns users against sharing logins and pushes liability to the customer.
One is building for the future; the other is writing disclaimers.
Mercury is building Agent Controls to give customers visibility into & control over agents
Bank of America warns users against sharing logins and pushes liability to the customer.
One is building for the future; the other is writing disclaimers.
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The final stage is you realize @getVGS is working with nearly all major players in agentic commerce these days and you just decide to use them for tokenization on the acceptance side, and @lithic for native agent-ready card issuance.
"So first you're going to try Stripe Link because of the brand name. You're going to realize that user experience sucks and your purchases are failing. Then you're going to go to Shop Pay because they sit closer to the merchant. You'll soon realize that Shop Pay is the exact same ew name. Then you're going to try VIC and AgentPay only to realize that everybody uses Chase cards and those purchases don't go through. At that point, you finally come to the conclusion you should have had an original thought and used raw PANs (securely) the whole time and focused on purchases actually going through."
Instinct is currently on step 2
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Peter retweeted
"One of the nice things God does, is that he doesn't let people who don't have kids know what they're missing."
- Warren Beatty
- Warren Beatty
I can't say enough how much of a change this was for me
I thought I mostly didn't like kids
Instead it turns out I was missing a piece of human software
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Peter retweeted
Joseph Saunders was a payments industry legend. He oversaw Visa’s evolution from a private bank-owned association to a for-profit entity, taking Visa public in the largest IPO in US history at the time. He guided Visa through a transformative era in payments, navigating regulatory changes (Durbin Amendment) and Visa’s expansion into digital payments. But more than that, Joe was a wonderful human being, with a strong moral compass, a deep love for his family, and a fantastic sense of humor. RIP, Joe. ✌️
pymnts.com/credit-cards/2…
pymnts.com/credit-cards/2…
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Joseph Saunders was a payments industry legend. He oversaw Visa’s evolution from a private bank-owned association to a for-profit entity, taking Visa public in the largest IPO in US history at the time. He guided Visa through a transformative era in payments, navigating regulatory changes (Durbin Amendment) and Visa’s expansion into digital payments. But more than that, Joe was a wonderful human being, with a strong moral compass, a deep love for his family, and a fantastic sense of humor. RIP, Joe. ✌️
pymnts.com/credit-cards/2…
pymnts.com/credit-cards/2…
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I hope for Seth's sake he still feels this way when he's an old man. The hard parts of parenthood are easy to describe, but the joy is nearly impossible to put into words.
It's easy to comprehend the drudgery of parenting. But how does one put into words that your heart feels like it will explode with joy & love when seeing your kid unlock a new skill or hearing them say, "I love you," as you tuck them into bed?
It's easy to comprehend the drudgery of parenting. But how does one put into words that your heart feels like it will explode with joy & love when seeing your kid unlock a new skill or hearing them say, "I love you," as you tuck them into bed?
Seth Rogen says he and his wife are now more grateful than ever that they decided not to have children he’s not afraid to explain why.
He admits they used to question whether they’d made the right decision, but now their conversations have shifted to, “Honestly, thank God we His reasoning? They’re in the prime of their lives, understand themselves better than ever, and have the freedom to pursue their careers, enjoy life, and build the kind of relationship they’ve always wanted.
But Seth took it a step further, saying he sees people with children struggling to find the same time for work and personal enjoyment that he and his wife have.
“I seem to get a lot more active enjoyment out of not having kids than anyone I know seems to get out of having kids.”
That statement will probably divide people. Some see raising children as life’s greatest joy, while others believe a fulfilling life doesn’t have to include parenthood.
Do you think Seth has a point, or is there a kind of happiness you can only understand after having children?
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Everything old is new again: agent payments edition.
There's a lot of talk about agentic commerce and how it's not universally supported. Incredibly, 14 years ago, I was having the exact same conversation around a little thing called Google Wallet.
Google Wallet 1.0 allowed ent card, which then was front-ended by a virtual Mastercard that was used at the actual merchant point of sale. (sound familiar? cough *Stripe link* cough)
I was working at Visa at the time and helped reverse engineer what was actually going on under the hood. For reasons that still are relevant today, neither issuers nor the networks liked the front-ending of cards, and so a new concept called "Network Tokenization" was invented, which led to the creation of Apple Pay and Google Pay.
Ironically, here we are 14 years later with the exact same problem, only in a new form called “agentic commerce”. While network tokens are now widely distributed, agentic tokens are not, so we find ourselves with similar band-aids and workarounds (like Stripe Link inserting virtual cards everywhere) as we wait for adoption to catch up. It's déjà vu all over again. 🙃
There's a lot of talk about agentic commerce and how it's not universally supported. Incredibly, 14 years ago, I was having the exact same conversation around a little thing called Google Wallet.
Google Wallet 1.0 allowed ent card, which then was front-ended by a virtual Mastercard that was used at the actual merchant point of sale. (sound familiar? cough *Stripe link* cough)
I was working at Visa at the time and helped reverse engineer what was actually going on under the hood. For reasons that still are relevant today, neither issuers nor the networks liked the front-ending of cards, and so a new concept called "Network Tokenization" was invented, which led to the creation of Apple Pay and Google Pay.
Ironically, here we are 14 years later with the exact same problem, only in a new form called “agentic commerce”. While network tokens are now widely distributed, agentic tokens are not, so we find ourselves with similar band-aids and workarounds (like Stripe Link inserting virtual cards everywhere) as we wait for adoption to catch up. It's déjà vu all over again. 🙃
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This is the type of “on us” (closed loop) network Stripe has steadily been building towards for years. It’s also why incumbent networks (V, MA, Swift, etc) should be concerned. We’re still in the early innings, but this is big.
Introducing 'stripe pay', for instant business-to-business transfers. Find companies using their Stripe profile handle and send funds for free. Available in the Dashboard and CLI.
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this looks like a very cool project and a big improvement to what currently exists
One of San Francisco's largest redevelopment projects could completely transform nearly 19 acres of land near Downtown.
Plans are moving forward for the redevelopment of the Caltrain Railyards at 4th and King in SoMa.
The project could include:
• Up to 5,834 apartments
• Up mmercial space
• 160,000+ SF of retail
• A completely rebuilt Caltrain station
• More than 4 acres of public open space
• Multiple skyscrapers reaching 350 to 600 feet
• A potential 850-foot tower
This land is currently occupied by railroad tracks, platforms, maintenance facilities and the existing Caltrain station.
The proposal would modernize the transit infrastructure, relocate train storage and maintenance, and create an entirely new mixed-use neighborhood above and around the station.
Thousands of people could be living, working, shopping and spending time in what is currently a massive rail yard.
And all directly connected to one of the Bay Area's most important transit corridors.
The project is now entering environmental review, with construction potentially starting in 2029 and taking 15 to 20 years to complete....
There's obviously a long road ahead, but I love seeing developers think this big about underutilized urban land.
This could completely reshape SF.
📍San Francisco
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