We hosted a fireside chat at our Strategic Decisions Conference last week. Key topics discussed included strategic changes under Enrique, including the new operating model, the path to $1.5B+ in run-rate cost savings and reinvestment priorities, AI-driven tech stack transformation, checkout growth and evolving KPIs, Venmo monetization, Braintree's VAS potential, capital allocation, stablecoins, and PayPal's emerging role in agentic commerce.