Chime IPO: The Neobank Economics Test
As the sector's largest player heads to public markets, fundamental questions about digital banking business models come into focus.
Decoding Discontinuity provides actionable strategic frameworks in the context of technological Discontinuities, such as the one driven by generative AI, allowing investors and allocators to deploy capital effectively when traditional valuation metrics and analysis frameworks become obsolete. This month, clients who have subscribed to our Institutional Tier get exclusive access to a 21-page report that applies our pioneering Advanced Growth Intelligence (AGI) analytical framework to the prospectus of Chime, a highly anticipated IPO in the fintech space.