Embedded Lending

The Square Opportunity

Jackie Vullinghsjax.substack.com
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Your CAC doesn’t matter: Brands of the next decade will win with loyalty, not acquisition

Jason Bornsteinforerunnerventures.com
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Differentiated & Sustainable Lending Businesses

Ayo Omojolakunle.app

Alex Danco Positional Scarcity

Shopify’s Evolution – Stratechery by Ben Thompson

Stratecherystratechery.com
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