Durable AI products versus commoditized features

In this episode, Cleo Fan sits down with Sandeep Patil, a Partner at QED Investors, about building and investing in fintech companies across global markets. They discuss Sandeep’s journey from operating roles at Capital One, Flipkart, and Truecaller to venture investing, how QED approaches fintech investing across Asia-Pacific, and his perspective on where the fintech ecosystem is headed, covering themes like stablecoins and AI at the application layer.