Three signals caught Rick Mavrovich’s attention this week, and they connect in a way that is easy to miss if you look at each one individually.
In this week’s What I’m Watching, Rick goes deeper on the organizational gap behind Bank of America’s AI scale announcement, the global regulatory convergence on AI governance, and why the Stripe-Advent pursuit of PayPal is a banking strategy question, not a fintech story.
This is not a news roundup. It is forward-looking analysis for banking executives who need to understand what is coming and what to do about it.
Topics covered:
- Why BofA’s 200,000-user AI deployment is an operating model story, not a technology story
- What the FCA, RBI, and FSB signals mean for your governance roadmap before October
- Why banks that treat the PayPal situation as a fintech headline are missing the real risk
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