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Deep & Emerging Tech·July 31, 2026·1 min read

Serial Innovation in Fintech | Masters in Business with Som Seif

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The arc from ETFs to the first bitcoin ETF to new fintech platforms is a reminder that regulatory arbitrage plus distribution can compound into category-defining products. Fintech builders should treat AI as another lever in that playbook — not the whole story — and design around licensing, custody, and channel from day one.

Deep & Emerging Tech

The FTC clears quantum computing company IonQ's $1.8B acquisition of chipmaker SkyWater after the FTC's two members disagreed at first on imposing conditions

A quantum player buying a $1.8 billion semiconductor foundry with FTC clearance underscores how tightly compute, process tech, and specialized hardware are converging. If you’re building in deep tech, assume vertical integration pressure will rise — access to fabs and packaging is becoming a strategic moat, not a commodity vendor choice.