Topic
macro
2
Pieces
MAY 02, 2026
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MAY 02, 2026 Business deep
Day 119 of the singularity: Patrick Collison's parabolic-chart sermon
Stripe opened Sessions 2026 with a chart of new firm formations going vertical and a familiar thesis — but the through-line was a single line from a Meta VP: payments are pivoting from a moment to a policy.
14 MIN
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APR 21, 2026 Business deep
Stripe vs the K-shape — whose data is right about the 2026 consumer?
On Day 2 of Stripe Sessions, Collison and Glassberg Sands said the K-shape is not in their data. The NY Fed, BofA, JPMorgan, Delta and United say otherwise. Both can be right — depending on the panel.
16 MIN
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