Lessons From Backing The Best Founders In Fintech | Micky Malka

21 insights saved from this video by @business

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Conviction lets long-term investors stay committed through market moods and remain invested while being wrong for years.
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Don Valentine called Jensen Huang’s pitch the shittiest he had heard, then funded him anyway.
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Visa made competing banks cooperate through an association where each could claim credit while strengthening one shared brand.
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Visa’s core innovation was its organizational model, not merely its payments product.
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Visa’s original payments system was only a simplified version of a broader vision resembling blockchains and smart contracts.
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The infinite game pays daily: getting better becomes the reward, replacing the need for a final outcome.
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Being behind creates more energy, learning, and motivation to improve than being ahead.
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Prediction markets run 24/7, giving AI agents the always-on rails autonomous services require.
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AI financial agents could manage investment, commerce, and payments as personalized bankers, freeing users’ time and ideas.
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Every product, service, or promise requires three components: identity, value, and intelligence.
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One investor called an entrepreneur’s pitch the shittiest ever heard, then gave them money anyway. Reputation outweighed presentation.
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Taste means articulating how to build something beautiful. It is difficult to develop and increasingly valuable.
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Lemon Bank showed how branchless financial services could fit inside a large retail network like Walmart.
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Reputation is a compounding asset that keeps creating trust and opportunity after every other asset disappears.
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Fast learning is not enough. Exceptional young founders pair rapid information processing with the ability to communicate clearly.
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Authenticity compounds into durable performance. People who fake their identity or abandon their mission become less dependable over time.
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Discuss your thesis with founders before investing. The conversation builds relationships and occasionally uncovers the investment itself.
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After writing an investment thesis, share it with founders, collaborators, and investors to test whether you still believe it.
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When founders bring difficult problems, do not answer for them. Help them reason through life, family, society, politics, and context.
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The best organizations sit between chaos and order. Too much structure kills innovation, while too much chaos kills communication.
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Nonconformity is not rebellion for its own sake. It is how you improve a world others accept.

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