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Art has been at the heart of Brex’s evolution, from our earliest days to now leading billion-dollar strategy and partnerships. This is one of his best deep dives yet.
10.7.2025
BREAKING: The Golden Age of M&A + AI Consolidation is Here: Meta, Stripe, OpenAI
Art Levy, Chief Business Officer at $12.3B fintech giant @brexHQ, breaks down how & why..
Plus: We uncover how Brex hit $100B+ in TPV & their road to IPO
We go deep on:
(00:00) Massive AI Consolidation
(03:28) @Alevy1511's Journey to CBO at Brex
(07:15) Brex's $12.3B Evolution & Path to IPO
(13:05) Current State of M&A (Meta, Stripe, OpenAI)
(22:47) Zuck's Strategic Moves in AI
(36:19) Best & Worst Practices for M&A
(48:47) 3 Types of M&A
(51:09) Brex's M&A & Partnership Approach
(52:22) Brex's Modular Product Strategy
(53:30) Strategic Partnerships (Zip, Coupa, Navan, Warp)
(01:03:52) Exploring Stablecoins, Crypto Rails, & Global Finance Infrastructure
(01:07:13) Dethroning Amex: Brex's Market Position & Competitive Edge
(01:23:51) Rise of AI & AI Agents in Finance
(01:26:01) Brex's Massive Growth & Market Strategy
(01:30:10) Future Predictions: AI, Finance, Waymo, Happy Gilmore
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