Industry Commentary

News, trends, and takes on the fintech and startup ecosystem. Market shifts, competitor moves, regulatory changes.

Your Finance Stack Is About to Get Acquired — Now What?

The fintech tools built to serve founders are consolidating fast. Here's what happens to your financial operations when your tools get acquired — and how to build resilience before it happens to you.

Rob Owen May 12, 2026

Industry Commentary

When a16z Says the Middle Is Over, What Does That Mean for You?

The assumptions underneath your business model might be past their expiration date.

Rob Owen Apr 21, 2026

Field notes from the cap table

Practical posts on runway, burn, and the boring-but-critical math of bootstrapping. Sent occasionally — never spammy.

Email delivery via Substack. Unsubscribe any time.