Episode Details

Ramp closed a $750 million round yesterday at a $44 billion valuation — nearly tripling in a year — and the AI token spend angle is the real story. Block's Cash App shipped a literal magic wand for tap-to-pay, and it's a smarter Gen Z play than it looks. Plus, Revolut, Nubank, and Adyen all reshuffled leadership in the same week — right as all three are making their hardest push into the U.S. market. We break down what it all means.