The $100B Niches Hiding Inside Payments
The a16z Show
- Published
- September 3, 2026
- Duration
- 1h 0m
- Summary source
- description
- Last updated
- Sep 23, 2026
Discusses agents.
Summary
Erik Torenberg is joined by a16z General Partner Alex Rampell and Affirm Co-Founder and CEO Max Levchin for a conversation on 25 years of fintech, from the early days of digital payments to the origins of Affirm and the next generation of agentic commerce.Max and Alex revisit what surprised them most about how payments evolved, why the card interface has …
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Show notes
Erik Torenberg is joined by a16z General Partner Alex Rampell and Affirm Co-Founder and CEO Max Levchin for a conversation on 25 years of fintech, from the early days of digital payments to the origins of Affirm and the next generation of agentic commerce.Max and Alex revisit what surprised them most about how payments evolved, why the card interface has been so difficult to displace, and why even the smallest corners of payments can become enormous markets. They also trace the early idea maze b
Themes
- agents