My opinion is payments business is about mass scale and micro margin . Barrier to entry being scale.
Paypal is already cutting everyone’s grass. Mass scale needed pronto.
Sure first in best dressed for micro markets but the trophy US market? Sezzle has market share there.
if zip doesn’t act now perhaps they may get punished in US market as PayPal and the rest squeeze them out.
Surrender to smaller markets? Or beef up with Sezzle?
My opinion only
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