Adyen, every mention
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every year anyone Harry Stebbings 28Aydin Senkut 9Sebastian Siemiatkowski 3Sebastian Kanovich 2Rory O'Driscoll 2Jackie Reses 2Rob Lacher 1Nick Shalek 1Michael Eisenberg 1Martin Mignot 1
Verbatim, from the transcripts: the passages where Adyen comes up
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 1:12:05 Rory O'Driscoll So if you, soft company and Addion were a hard-nosed bunch of Dutch people, right? 2 times in the scene
Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
- ▶ 53:41 Harry Stebbings Do you think there is a massive disconnect between publics and privates when you look at a one fifty billion dollar stripe and a forty five billion dollar ad yen and the same similar-ish transaction volume?
Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
- ▶ 48:06 Harry Stebbings If you look at Stripe and Adyen, I think Stripe have an inherent advantage in being private that Adyen don't have because they're public in what they can do, how aggressive they can be, how they approach product, you name it. 2 times in the scene
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
- ▶ 50:35 Harry Stebbings When I think about narrative chasm and news cycles today, the most striking is Stripe being worth a hundred and forty billion dollars and ADN being worth a third of that. 9 times in the scene
Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
- ▶ 20:37 Sebastian Siemiatkowski You know what, Harry, like in, in, in, I sat down with my management team at that point of time, we have been trying to compete with Stripe and Adyen for five years, and we were like losing it. 2 times in the scene
- ▶ 35:19 Sebastian Siemiatkowski I have people in, you know, in Amsterdam talking to Adyen, et cetera, et cetera.
Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings
- ▶ 6:46 Jason Lemkin I don't know if Stripe's going to be better than Adjun, but let's imagine it's accelerating because of crypto and AI and mobile.
Index Ventures Partner, Martin Mignot: Figma, Scale, Wiz: Inside Index’s Decacorn Factory · 20VC with Harry Stebbings
- ▶ 1:18:58 Martin Mignot Yeah, Adyen, Datadog, Roblox.
20VC: Four Traits of the Most Successful Founders | How to Hunt and Close Talent Like a Pro and Where All Founders Go Wrong | Lessons Raising $397M From the Best Investors in the World with Eléonore Crespo @ Pigment
- ▶ 15:18 Eleonore Crespo I learned to Peter at ADN.
Dave CEO, Jason Wilk: The Best Performing Fund Would Only Back YC Founders on Their Second Time · 20VC with Harry Stebbings
- ▶ 10:26 Jason Wilk You know, it's, it's a real rich person's sort of, uh, not problem, but it's a rare air for companies like a Stripe to be in where they have a true public comp in an Adyen.
Peter Singlehurst: Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvalt · 20VC with Harry Stebbings
- ▶ 52:15 Harry Stebbings I think Patrick and John are amazing, but I'm like, is Adyen massively underpriced then at 40? 4 times in the scene
Daniel Khachab: "We Are in the Middle of a Cold War for AI Talent" | E1220 · 20VC with Harry Stebbings
- ▶ 36:10 Daniel Khachab And to your point, Revolut has proven it and ADN has proven it and Spotify has proven it.
Pedro Franceschi: What Brex Needs to do to be a Public Company | E1178 · 20VC with Harry Stebbings
- ▶ 43:30 Harry Stebbings I don't think Stripe is a good business because you compete against ad yen and checkout and your biggest customers will compete.
Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
- ▶ 22:41 Michael Eisenberg A lot of these fintech companies was lemonade or add in or, or, or Klarn or any of these people.
Danny Rimer: The Biggest Lessons from Missing Snap, Airbnb, Spotify and Facebook | E1166 · 20VC with Harry Stebbings
- ▶ 40:08 Danny Rimer So that's a, that's a really tough thing, but it's, it's made an enormous amount of difference, you know, from Audien to Datadog to Roblox.
Tom Hulme: Lessons from a 24x Angel Track Record, 275x on Robinhood & Making Billions on Uber |E1150 · 20VC with Harry Stebbings
- ▶ 59:19 Harry Stebbings Listen, I think ADN is what, a forty-five billion dollar business?
Thomas Plantenga & Alex Taussig: Vinted CEO's Ultimate Guide to Scaling Marketplaces | E1114 · 20VC with Harry Stebbings
- ▶ 55:03 Harry Stebbings Like, you've had, like, Adyen, you've had Spotify, Revolut's not liquid yet, but it will be in that ilk, but that's it.
Is the VC Model Broken? Jason Lemkin, Mike Maples, Eric Paley & Harry Stebbings Debate | E1062 · 20VC with Harry Stebbings
- ▶ 1:05:37 Harry Stebbings Stripe could go public at, in the next six months, if it were to, it'd be priced at 15 to 20 if you were to market as a comparable to add yen.
Jason Lemkin & Rick Zullo: How "Mark to Market" Corrupted Venture Capital | E1052 · 20VC with Harry Stebbings
- ▶ 52:19 Harry Stebbings When you look at the companies over ten billion in Europe, as an example, you know, you've got Spotify, you've got ADN, um, you know, Revolut is valued over ten billion, but the idea of like, oh, you don't have to see them all.
Chris Paik: How I Raised $400M; Substack's Broken Business Model; Music on TikTok vs IG | E1011 · 20VC with Harry Stebbings
- ▶ 1:43:59 Chris Paik Stripe, Adyen, the biggest customers don't pay the rate card.
Rob Lacher: How I Scaled to $600M AUM; Hiring Tips for VCs; Venture Capital in Europe vs USA | E999 · 20VC with Harry Stebbings
- ▶ 57:53 Rob Lacher And I think we have a first generation of billionaire B to B founders, like the founders of Adyen,
Jackie Reses: The Most Powerful Woman in Finance; Making $50BN for Yahoo on Alibaba | E996 · 20VC with Harry Stebbings
- ▶ 32:20 Jackie Reses You could look at companies like Audien Square, Stripe, say, wow, they have taken the idea of the inbound of a transaction and made it incredibly frictionless. 2 times in the scene
Jason Lemkin: Cold Email Tips; Why Only 15% of Founders Listen to their VCs | 20VC #954 · 20VC with Harry Stebbings
- ▶ 25:04 Harry Stebbings I know many investors lost on Stripe and Adyen because they viewed the market as that.
dLocal CEO Sebastian Kanovich: The $8BN Company You Might Not Know | 20VC #926 · 20VC with Harry Stebbings
- ▶ 42:31 Sebastian Kanovich Uh, I don't want to be CEO of Adian, but I really admire the way they built it. 2 times in the scene
Aydin Senkut: How I Scaled from a $4M Angel Fund to $900M AUM | 20VC #890 · 20VC with Harry Stebbings
- ▶ 9:51 Aydin Senkut But what I have seen with all the great companies we had, whether it be like Shopify or Canva or Adyen, it ended up being like 20 to 10 to 20 times bigger than what we expected.
- ▶ 33:14 Aydin Senkut Like, so for instance, my personal biggest exit was Adyen. 3 times in the scene
- ▶ 38:16 Harry Stebbings My question to you is, well, you know, your Shopify's, your Adyen's, there's many great public companies that you have.
20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic
- ▶ 0:14 Harry Stebbings Anton has led General Atlantic's investments in the likes of Alibaba, CrowdStrike, Facebook, Slack, and Snapchat, and co-led investments in Adyen and ByteDance.
20VC: Ribbit Capital's Nick Shalek on How To Think Through Ownership and Price Sensitivity, When More Money and Pre-Emptive Rounds are Good vs Bad & Investing Lessons from Yale's David Swensen
- ▶ 31:40 Nick Shalek But early on at Ribbit, we had the opportunity to invest in, in Stone, in Adyen, in Stripe, you know, in a number of companies that are relatively early stage.
20VC: The Twilio Memo: Bessemer's Byron Deeter on How a $125K Initial Check Became Bessemer's Largest Position, What The Influx of Late-Stage Capital Means For Venture Today & Why The Incumbent Advantage Is Now An Incumbent Disadvantage
- ▶ 16:52 Byron Deeter And I still believe long-term we've made the right decision there, but you could make a case that Twilio should also be Stripe and Addion right now, and should have been a big player in that market.
20VC: Checkout.com Founder Guillaume Pousaz on The Transition From Bootstrapped Founder to Raising $830M and a $15Bn Valuation, What It Means To Have "3 Roadmaps For Life" & How Becoming a Parent Changes the Type of Leader You Are
- ▶ 17:39 Guillaume Pousaz No, not at all, because I want to build really a company that is long lasting, that transcends generations, and we have a town, a total addressable market that is huge, where if you take the three leaders today, which are ID and Stripe and…
20VC: Spotify Founder Daniel Ek on Optimising Decision-Making, Structuring Effective Learning Processes, The Trials and Tribulations in The Transition From Founder To CEO & The Future of Building Prima Materia with Shakil Khan
20VC: Index Ventures Partner, Mark Goldberg on The Questions Founders Must Ask A Multi-Stage Fund Before Taking Their Money At Seed, Why Most Angels Will Lose Their Money & Why We Will See Our First $100Bn Neo-Bank Shortly
- ▶ 0:27 Harry Stebbings Plaid, Adyen, and Transferwise, to name a few, and all five billion dollar plus companies, I hasten to add.
20VC: Why Speed Is The Biggest Differentiator a Founder Can Have, How To Hire Seasoned Tier 1 Talent To An Early Stage Startup & How To Start, Scale and Manage Remote Teams with Domm Holland, Founder & CEO @ Fast
- ▶ 10:13 Harry Stebbings Obviously, the products usable by everyone on the planet, which is, you know, amazing and makes it very rare, but we've seen this incredible innovation on the merchant side of payments with ADN, with Stripe, 2 times in the scene
20VC: What It Takes To Be The Most Effective Coach To Startup Founders, The Biggest Surprises and Challenges About Transitioning To Venture From Operations & 3 Trends Shaking The World of Consumer Today with Victoria Treyger, General Partner @ Felicis Ven
- ▶ 0:28 Harry Stebbings Backing, and I cannot believe I'm saying this, Dad, but an incredible two unicorns per year since founding, including Shopify, Opendoor, Flexport, Adyen, Twitch, Fitbit, and many more incredible companies.
20VC: Felicis' Aydin Senkut on Scaling Felicis From $4m to $120m, Doing Venture Differently and Why Being A VC Is Like A Jamaican Bobsled Team!
- ▶ 17:56 Aydin Senkut Yeah, I mean, it is one of the investments that I'm most proud of, because it predicated many other wins we had, like Shopify, Adyen, where we literally had no business of joining a round of such a company, but somehow we hustled and got…
- ▶ 24:58 Aydin Senkut oh my god, we missed on great companies, that basically triggered this creativity in us to turn that, you know, setback into an opportunity and looking out for a, you know, global payment processor, and that made us hound, you know, find… 4 times in the scene