The operators playbook: Opinions and thoughts from the QED collective
March 23, 2021
A Fork in the Road for Traditional Banks
A focus on how market forces play out in financial institutions and the future of banking itself and start to answer the question: who's got APIs, who's writing to them, and who's actually at risk of being SOL.
March 16, 2021
On Market Power — Who Reads, Who Writes, Who's SOL
A look at market dynamics and consider where and how APIs exist and why that is an expression of market power in the quest to control more pieces of the value chain.
March 9, 2021
On APIs and SaaS Unit Economics
A look at the role APIs play in SaaS unit economics and how these power dynamics have fundamentally altered the long-run view of customer experiences and buying expectations in financial services.