Fintech Rivalries, AI’s Dead End, and Market Forces: Snap Judgments on Salesforce, PayPal, Adobe, Wise vs. Stripe, and Adyen
About this episode
The episode discusses the impact of AI on major tech companies and the fintech competition between Wise and Stripe.
In this episode, Ruki and Andrew join the show. We cover a wide range of themes shaping tech and markets in 2025. We dig into how AI might disrupt established players like Salesforce, PayPal, and Adobe, and whether large language models are really a dead end on the path to AGI. We also debate the fintech battleground with Wise vs. Stripe, discuss our takeaways from Meta Connect 2025, share a snap judgment on Adyen’s stock, and step back to look at the broader forces driving markets this year. It’s a mix of deeper dives and quick takes – perfect for anyone interested in the intersection of technology, investing, and the future of business. Get full access to Compound with René at www.compoundwithrene.com/subscribe
People in this episode
Host: René Sellmann
Guests: Ruki, Andrew
Topics covered
- fintech
- AI
- market forces
- technology
- investing
- business
Keywords
- fintech
- AI
- Salesforce
- PayPal
- Adobe
- Wise
- Stripe
- Adyen
- Meta Connect
- market forces
Mentioned in this episode
Organizations: Salesforce, PayPal, Adobe, Wise, Stripe, Adyen, Meta
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- Wise in 2026: Uplisting, Stablecoins, and the Next Phase of Cross-Border Payments
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