Net Interest is the blog and newsletter of Marc Rubinstein, tracked by SandHill.io for its investment theses, industry analysis and operating insight. This page collects 313 posts published between July 2020 and September 2026. Recent coverage focuses on Banking & Capital Markets, AI (Horizontal) and Insurance. Net Interest publishes roughly 4 posts a month; the best of them appear in the SandHill weekly digest.
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