Initial Thoughts on the Klarna IPO
Klarna announced that it confidentially filed an IPO offering paperwork in the US. Klarna's valuation reached as high as $45 billion in 2021. Its...
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Klarna At $2.26B/yr
TL;DR: Sacra estimates that Klarna generated $2.26B in revenue in 2023, up 22%, as they become a neobank, moving away from the quickly-commodifying...
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The Future Of Interchange
​​Early fintechs like Chime scaled to $100M+ with nearly all their revenue coming from interchange—the fee they generate every time their customers...
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Bolt: The $11B Okta Of Ecommerce
TL;DR: At the peak of the 2020-1 tech hype cycle, one-click checkout companies became the butt of the joke and the prime example of VC...
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Maju Kuruvilla, CEO Of Bolt, On The NASCARification Of Checkout
Sacra interview with Maju Kuruvilla, the CEO of Bolt.
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