Opportunity Analysis

Competitive Intelligence

Sep 18, 2026

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2 min read

When Behemoth Unbundling Hits a Wall

What happens to FIS Capital Markets, the SunGard legacy

Tyler Brown

Opportunity Analysis

$210M Just Made FIS’ Biggest Problem Go Away

Sep 3, 2026

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3 min read

$210M Just Made FIS’ Biggest Problem Go Away

Capital Markets goes in pieces, if at all

Tyler Brown

Competitive Intelligence

Aug 26, 2026

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4 min read

The Finastra Breakup That Isn’t Done

A Marketing Bucket Is Not a Business

Tyler Brown

Competitive Intelligence

Aug 17, 2026

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4 min read

The End of Fiserv as We Know It

What They Won’t Say at Fiserv Forum

Tyler Brown

Competitive Intelligence

Aug 12, 2026

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3 min read

Now What Happens to Alkami?

We knew this was coming.

Tyler Brown

Competitive Intelligence

Aug 6, 2026

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4 min read

PayPal’s Place in History is... on Wikipedia?

Agentic commerce gets a footnote.

Tyler Brown

Competitive Intelligence

Jul 28, 2026

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3 min read

PayPal, Stripe, and the Mafia

The end of the beginning: 1998-2010

Tyler Brown

Competitive Intelligence

Jun 30, 2026

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2 min read

How Strategic Confusion Ended NCR

It couldn’t out-innovate a declining industry

Tyler Brown

Opportunity Analysis

When Behemoth Unbundling Hits a Wall

$210M Just Made FIS’ Biggest Problem Go Away

The Finastra Breakup That Isn’t Done

The End of Fiserv as We Know It

Now What Happens to Alkami?

PayPal’s Place in History is... on Wikipedia?

PayPal, Stripe, and the Mafia

How Strategic Confusion Ended NCR

Fintech Notebook.A critical take on B2B fintech via product architecture, market structure, customer behavior, and business strategy.

Fintech Notebook.
A critical take on B2B fintech via product architecture, market structure, customer behavior, and business strategy.