Writing.
Essays, notes, and research, in one index.
Introduction
Index
BNPL Was Built to Bypass Banks. Europe Is Turning It Into One.
Europe harmonizes, the US fragments: what BNPL’s regulatory split means for consumers, providers and banks.
SoftBank × OpenAI: Financing and Returns on the Final $10 Billion Investment
A five-year scenario analysis of SoftBank’s debt-financed OpenAI investment, its break-even valuation, and the impact on NAV and leverage.