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Explore Narrative vs. Structure: The 2026 Fintech Reality Check with 3,813 views, 17 likes, and 6 comments. Experience the impact of this video content that has captured audience attention.

Welcome to the Q1 2026 Fintech Scorecard. In this high-stakes episode, Ammon and Zuben (A2Z Fintech) take a Lap of Honor for the predictions they nailed and eat a bit of Humble Pie for the ones they missed. With over 50 years of combined experience at Google and the front lines of big tech, we explore why structural logic always outlasts a flashy narrative. Whether it’s the quiet divorce of OpenAI and Microsoft or the rise of Compute Nationalism, we’re breaking down the tectonic shifts in the digital economy. In this episode, we dive into: → The Big Hits: Why Visa and Mastercard's transition to on-chain settlement wasn't a war, but a capture. → Compute Nationalism: Why GPUs have become the new "Strategic Reserves" and why sovereignty is the new OPEC. → The OpenAI-Microsoft Divorce: How compute autonomy is redefining the balance of power in AI. → Self-Diagnosis (The Big Miss): Why we were wrong about the JP Morgan-NuBank merger—and the lesson in mistaking narrative for structure. → The 2026 Watchlist: From agentic liability in the UK to NuBank’s inevitable invasion of the US market. Connect with Us: Subscribe for non-obvious insights into Fintech, AI, and Global Tech Strategy. Comment Your Feedback Visit our website: → Listen on Spotify, Apple Podcasts, and everywhere else: https://www.a2zfintech.com → Read Aman's essays at A Man Who Blogs: https://amanwhoblogs.substack.com → Connect with Aman on LinkedIn: https://www.linkedin.com/in/amannarain → Connect with Zubin on LinkedIn: https://www.linkedin.com/in/zubinv/ Timestamps for your convenience: 0:00 – Intro: The Accountability Scorecard 1:11 – The Quarter-Pole of 2026: F1 Standings 2:10 – P1: Visa & Mastercard Settling On-Chain 3:16 – P2: Compute Nationalism & GPU Hoarding 4:08 – P3: The OpenAI-Microsoft Power Shift 5:03 – P4: The Ive-Altman "Paperweight" Review 6:36 – Prediction 1: Google, Huawei & The CUDA Killer 8:08 – AI Agent Licensing vs. 100% Legal Liability 9:04 – Q-Day Scares: Quantum Encryption Realities 10:48 – The Humble Pie: Why the JPMC-NuBank Deal Failed 13:30 – The Pattern: Narrative vs. Structural Logic 15:56 – Q2-Q4 Watchlist: What to Track Next 18:18 – Performance Art vs. The Public Ledger 19:30 – Final Lap: Looking Around the Corners Check more episodes: https://www.youtube.com/watch?v=tq77xL__H40 https://www.youtube.com/watch?v=aJca729roTo https://www.youtube.com/watch?v=_KCrgsHs3dA https://www.youtube.com/watch?v=JL6Yil4kmSU → Share this video with one person in your network who deserves a seat at the grown-up table of tech. fintech #a2zfintech #stablecoins #openai #microsoft #nubank #jpmorgan #aiagents #computenationalism #visa #mastercard #q1review

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