▶ 27:30 · Payments & Banking Infrastructure · Vertical rebundling of payments: banks buy debit networks to own rails, capture economics, and build AI checkout layer

episode briefing

Alex Hormozi in the Ultradome, China Export Controls, SK Hynix, Big Bank Comeback

2026-07-07 · 8 company · 8 thematic

sentiment

5 bull2 bear1 neu

speakers

john malhone

Thiel Fellow and founder of American Turbines, building 1MW natural gas turbines for rapid deployment. Previously founded Crops Safe (farm tech software). Background in mechanics, aviation, and hardware; bets on US natural gas advantage and manufacturing automation as moat.

hussein fazal

Founder of super.com, a savings super app for everyday Americans (<$100k income) offering hotel discounts, gas/insurance/pharma savings, credit building, and cash advances. Raised $65M Series D at $1.2B valuation led by TPG. 10-year overnight success compounding performance marketing across verticals.

john nay

Founder of Norm AI (legal AI agents for enterprises and law firms). Second-time founder; previous AI asset management company acquired by TIAA. Built Norm Law LLP — a licensed law firm powered by AI agents — to vertically integrate legal workflow automation. Raised $120M Series C at $1.2B led by Coastal Ventures.

dena shakir

Partner at Lux Capital focusing on frontier tech and AI. Led Lux's first GCC investment (101, applied AI for critical infrastructure). Tracks sovereign AI, diaspora talent flows, and deployment advantages in the Gulf.

tyler cosgrove

Tyler Cosgrove is guest hosting this episode of TBPN, filling in for regular co-host Jordi Hays. He contributes analysis on AI model releases, business models, and geopolitical dynamics.

now playing · Payments & Banking Infrastructure

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Vertical rebundling of payments: banks buy debit networks to own rails, capture economics, and build AI checkout layer

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