Episode Details

AI just walked into the office and Wall Street is freaking out.

Today on Fintech Stacks, we break down why Anthropic’s Claude “Cowork” moment reignited the software selloff—and what it really means for fintech, financial services, and every company selling workflow, compliance, or “productivity.” If AI becomes the interface, who still owns the business?

Then we unpack Santander’s massive acquisition of Webster Bank and why bank consolidation isn’t bad for fintech—but it does raise the stakes for partnerships, deposits, and distribution in the US.

Finally, WEX quietly beats and raises, reminding everyone that some of the most powerful fintech companies don’t look like fintech at all. Fleet cards, corporate payments, benefits, and why “boring spend” is where the real margins live.

If you care about how AI, banks, and payments actually shape money—not just headlines—this one’s for you.