BREAKING: The Golden Age of M&A + AI Consolidation is Here: Meta, Stripe, OpenAI Art Levy, Chief Business Officer at $12.3B fintech giant @brexHQ, breaks down how & why.. Plus: We uncover how Brex hit $100B+ in TPV & their road to IPO We go deep on: (00:00) Massive AI Consolidation (03:28) @Alevy1511's Journey to CBO at Brex (07:15) Brex's $12.3B Evolution & Path to IPO (13:05) Current State of M&A (Meta, Stripe, OpenAI) (22:47) Zuck's Strategic Moves in AI (36:19) Best & Worst Practices for M&A (48:47) 3 Types of M&A (51:09) Brex's M&A & Partnership Approach (52:22) Brex's Modular Product Strategy (53:30) Strategic Partnerships (Zip, Coupa, Navan, Warp) (01:03:52) Exploring Stablecoins, Crypto Rails, & Global Finance Infrastructure (01:07:13) Dethroning Amex: Brex's Market Position & Competitive Edge (01:23:51) Rise of AI & AI Agents in Finance (01:26:01) Brex's Massive Growth & Market Strategy (01:30:10) Future Predictions: AI, Finance, Waymo, Happy Gilmore

I’m excited to announce our $185M Series C valuing Kalshi at $2B. The round was led by Paradigm with participation from Sequoia, Multicoin, Peng Zhao, Neo, and Bond Capital. People choose to work at Kalshi not because of the money we've raised, but because of our ambition: build the most important financial market on the planet. Today, we celebrate our team and community who have taken prediction markets mainstream and made Kalshi one of the fastest growing companies in America. What once felt impossible now looks inevitable.

Founders: not all “high yield” offers are created equal. Let’s talk about why floating NAV mutual funds and commercial paper are 🚩 for your treasury – and why Brex Treasury is built different. Warning: it's about to get nerdy up in here 🤓

Speed is the new baseline in finance. Brex helps accounting teams save 312 hours a year and close the books 3x faster with AI. Built by accountants, for accountants. See what better looks like →