Affirm Debit+ is Revolutionary
A consumer “pay anyone” product that lets the consumer pick and choose what items they want to finance after they purchase them.
Category: eCommerce
PayPal – ?Super App?
Paypal has clearly won in the massive shift to eCom/mCom during the pandemic. A time where 10 yrs worth of consumer behavior change was compressed into 18 months (behaviors which will stick long-term). However, the future growth story must ride on something else AND Paypal must prove it can generate improving margins within that growth