Stripe, every mention
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every year anyone Harry Stebbings 612Rory O'Driscoll 63Jason Lemkin 47Hemant Taneja 23Keith Rabois 13Shreyas Doshi 12Laela Sturdy 12Tom Hulme 10Eno Reyes 9Jeanne DeWitt Grosser 8
Verbatim, from the transcripts: the passages where Stripe comes up
Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
- ▶ 53:58 Jason Lemkin Mainly, mainly as in classic strategy to drive up the price from the initial bid, not actually for a second bid to close, but to get six or eight bids so that Stripe has to pay more, right?
Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble
- ▶ 33:33 Jean-Denis Greze Like I think when I was at Plaid and we were competing with talent for like Stripe, that felt like no harder than what I'm doing now.
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 54:57 Harry Stebbings There's PayPal and Stripe deal off.
- ▶ 1:04:26 Harry Stebbings Stripe and PayPal no more, it would seem. 3 times in the scene
ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- ▶ 49:39 Harry Stebbings Shopify still use Stripe at the scale that Shopify's at, and actually most often you just don't because it's not your core business.
- ▶ 1:04:09 Harry Stebbings Well, Stripe is buying PayPal.
Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
- ▶ 26:56 Eno Reyes And so if somebody comes up and says, look, uh, you know, Stripe bought open router for eight billion because of the technology, then I'd say either A, if they have insider knowledge, then that was a bad decision. 5 times in the scene
- ▶ 29:55 Eno Reyes They'll look at RAMP and Stripe and Open Router, and they'll put a model gateway, and that gateway is just how all of the different tools and products of the company route to LLMs.
- ▶ 38:58 Eno Reyes It's kind of a free advertisement every single time a model drops, you know, now Stripe can tweet new model on our router and you see Stripe's name with this news cycle. 2 times in the scene
- ▶ 59:09 Eno Reyes And they just aren't going to be, like, Stripe, or these massive things that capture fundamental pieces of the economy.
Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- ▶ 44:35 Jason Lemkin The information said when Stripe bought it.
- ▶ 59:20 Rory O'Driscoll And I'm going to cite some, I thought this, I read the strike letter to, and I thought it was really, really good. 4 times in the scene
- ▶ 1:08:42 Harry Stebbings Stripe accelerates to 41%. 9 times in the scene
Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
- ▶ 1:20:31 Harry Stebbings It's like the classic Stripe or search APIs or whatever.
The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
- ▶ 41:24 Jerry Murdock If OpenRouter gets a ten billion dollar, you know, bid from Stripe, you take it.
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 16:37 Rory O'Driscoll You can see intuitively how Stripe get there from here, right? 16 times in the scene
- ▶ 28:24 Harry Stebbings Stripe's corp dev team need a bonus at Christmas time.
OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
- ▶ 0:17 Harry Stebbings They reportedly have had offers from Stripe for ten billion dollars. 2 times in the scene
- ▶ 59:03 Harry Stebbings There are reports that you are selling to Stripe for ten billion dollars.
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 59:06 Rory O'Driscoll I mean, Advent, you know, is going to do that with Stripe.
- ▶ 1:03:56 Harry Stebbings We have Stripe hits rule of 80. 2 times in the scene
- ▶ 1:11:49 Rory O'Driscoll And because, and what's happened, I think, is they've hit a sweet spot because they have, they charge more, they have more smaller merchants at higher pricing, and for a long time they were less profitable despite that because they were a… 6 times in the scene
- ▶ 1:13:48 Rory O'Driscoll What Open Router does for LLMs, what Stripe does for money, and what Twilio does for telecoms. 6 times in the scene
- ▶ 1:18:05 Rory O'Driscoll Even though I love the Stripe vibe more, I really do, I mean, I'd love the Irish, I'd love them to kill it, and they are killing it, they have killed it, they're going to do amazing. 6 times in the scene
- ▶ 1:19:35 Jason Lemkin The network effects and moats are there, and they've invested in everything from Atlas to their own router to create the network effects, but, um, I'm not sure they're, they're truly there.
Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
- ▶ 1:21 Harry Stebbings And now, like, days go by, and you're like, wow, we're forgetting the, the Stripe and the PayPal, which we'll get to, which is mega.
- ▶ 52:22 Harry Stebbings Uh, the Stripe, 19 times in the scene
- ▶ 1:19:03 Rory O'Driscoll And then, call me strange, a company that's doing six billion in revenues and widely cash flow profitable like Stripe or like Databricks should probably be public. 3 times in the scene
OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
- ▶ 35:47 Matan Grinberg Has a really great reputation. 6 times in the scene
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 40:25 unnamed speaker They're like, listen, we, we, we crushed it. 3 times in the scene
Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- ▶ 1:17:26 Jason Lemkin That way I can at least make eight hundred million like I did on Stripe.
Turning Peter Thiel's $100K into $10M Angel Portfolio & Why VCs Can Be Sharks | Josh Browder · 20VC with Harry Stebbings
- ▶ 7:29 Josh Browder I say, let's look up your Stripe right now. 3 times in the scene
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- ▶ 1:01:26 unnamed speaker Stripe, you know, Revolut, Nubank in Brazil, because you're selling to consumers or SMBs and everyone does this.
Inside Legora: Jude Law Generated $50M Pipeline | Are They Undervalued at $5.5BN? | Patrick Forquer · 20VC with Harry Stebbings
- ▶ 16:29 Harry Stebbings Because there are a lot of markets where it's Brax versus Ramp, or Stripe versus Airwallex, whatever.
Shopify CEO on How AI is a Scapegoat for Mass Layoffs & Trump Derangement Syndrome in Canada · 20VC with Harry Stebbings
- ▶ 1:05:18 Harry Stebbings Would joining a stripe of the day not be better?
Inside Clay's Sales Playbook | Becca Lindquist · 20VC with Harry Stebbings
- ▶ 26:46 Becca Lindquist And like, you know, there's a lot of companies that have, that have done that in the early days, like Stripe did that in the early days.
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 7:13 Jason Lemkin Interestingly, Stripe got the highest grade, got the only A plus, uh, which is, which is a reason to go along in Stripe. 3 times in the scene
- ▶ 55:14 unnamed speaker There's many things that can go wrong with Stripe investment, but it's not going to be, it's not going to fail to be big enough to go public, right?
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 25:33 Rory O'Driscoll If JP Morgan wanted to buy Stripe, you actually would be right. 2 times in the scene
- ▶ 1:14:03 Harry Stebbings I, I think the same with a lot of the fintech players that we see today, you know, your, your ramps or your stripes or air wallets of the world.
OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
- ▶ 51:02 unnamed speaker To me, it's kind of in that Stripe Twilio business model of an interface.
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
- ▶ 33:43 unnamed speaker In ARR that first month when you're paying zero and, and they trick you because you don't even, yeah, you do have to click on the stripe link, but you almost think you're just using the free product.
Why Margins Don't Matter for Early-Stage Startups | Gili Raanan · 20VC with Harry Stebbings
- ▶ 34:13 Harry Stebbings You ask, with the extension of private markets, because I think so many people are so baffled by the public markets, that they don't want to go that, like your stripes or your canvas of the world.
99% of Drone Companies Will Die & Why Anduril’s Products Aren’t an Ethics Debate | Matthew Steckman · 20VC with Harry Stebbings
- ▶ 46:29 Harry Stebbings We see companies like Stripe who are able to never go public, be a brilliant business, uh, and avoid the glare of public markets very efficiently.
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- ▶ 50:22 Harry Stebbings They invested the last 3.3 in 11 months in amazing businesses like SpaceX and Stripe and Anduril.
"Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
- ▶ 36:01 Miles Clements So I, I think that is like a different category, but the danger in this business is ascribing the characteristics of an anthropic or an andrel or an open AI or a stripe to like the things that don't really fit the paradigm at the series A.
- ▶ 44:43 Harry Stebbings And given the liquidity so inherent within secondary markets, like we're seeing with even as early as your linears where you're doing tenders for them, clay has tenders and then stripes on bigger scales has 2 times in the scene
Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
- ▶ 49:06 Harry Stebbings If I'm Stripe, I'm going, thank you. 8 times in the scene
- ▶ 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
Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
- ▶ 43:04 Harry Stebbings Do you worry that there are a generation of companies, a la Canva, a la Stripe, which do not need to get public?
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. 10 times in the scene
- ▶ 1:10:28 Rory O'Driscoll Now, there's only a few companies who raise those kind of rounds, but if, you know, if there's four or five companies valued at north of a hundred billion dollars, a 10% for that, which is, you know, the two model companies, SpaceX,… 4 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.
- ▶ 31:07 Harry Stebbings Question for you, which is, you mentioned Stripe earlier in the competition there.
- ▶ 31:57 Harry Stebbings Do John and Patrick with Stripe have advantages that you don't have as private companies in their ability to invest in long-term, invest in R&D, not think about next quarter quite so religiously?
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
- ▶ 25:14 Mike Cannon-Brookes The Stripe guys, same thing.
20VC: From $6.2BN Market Cap to $2.8BN: What Is Not Translating About Navan's Public Story | Are Any Public Company CEOs Actually Happy? | Why Navan Built It's Own Customer Service AI and What it Could Mean For Customer Service AI with Ariel Cohen
- ▶ 1:27 Harry Stebbings That's why the world's smartest companies, like Anthropic, Figma, Stripe, Canva, use Navan.
- ▶ 6:22 Harry Stebbings In a world where your stripes and your data bricks is and everyone push it out as much as possible, I don't know how to say this without being rude.
- ▶ 51:28 Harry Stebbings That's why the world's smartest companies, like Anthropic, Figma, Stripe, Canva, use Navan.
Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy
Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
- ▶ 0:51 Jason Lemkin How would 99% of humans feel when you're like, F, if I just stayed at Stripe and just played Minesweeper, I could be worth ten billion.
- ▶ 33:24 Jason Lemkin The guy really partially regretted leaving Stripe as the CTO and the fourth employee. 5 times in the scene
Anthropic’s $10B Raise | a16z’s $15B Fund: Is the Middle Dead in VC? | How OpenAI Could Go to Zero? · 20VC with Harry Stebbings
- ▶ 1:11:55 unnamed speaker I mean, Stripe would say a pretty long way. 2 times in the scene
Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings
- ▶ 17:13 Alex Rampell Meet Patrick, and, uh, obviously I passed on doing the seed round of, of Stripe, because I'm a genius. 3 times in the scene
- ▶ 20:40 Harry Stebbings You said there about kind of, you love them studying history, and you said about passing on Stripe. 2 times in the scene
- ▶ 21:41 Alex Rampell And the thing that's different, like, the, the way that Patrick, the reason why Patrick, um, and John made Stripe work partially is it's like, they just believed that a great number of new companies will be created, and they're gonna pick… 2 times in the scene
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- ▶ 1:08:17 Rory O'Driscoll But the argument, Stripe, seem to make that in spades. 3 times in the scene
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 17:13 Harry Stebbings And the other one is, is Founders Fund, deploying three billion in under 12 months, but deploying it into Stripe, SpaceX, and Anduril. 2 times in the scene
- ▶ 1:02:17 unnamed speaker You have, I mean, just taking the huge ease, you have Databricks, you have Stripe, and then you have the big one of all, SpaceX. 3 times in the scene
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
- ▶ 10:08 David George Yeah, for certain companies, like, it's a huge benefit, you know, for somebody like Stripe that can get a pretty liquid 2 times in the scene
- ▶ 45:45 Harry Stebbings And I, I, I thought that was kind of interesting, and again, you can shit on me for this, but your biggest position is the anduril stripe and open AI, which struck me as not exactly diamonds in the rough.
- ▶ 51:16 David George You know, Stripe is an example of this.
SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
- ▶ 3:13 Jason Lemkin Who knows what retail will do to, to, to SpaceX and Stripe and, um, street names like Databricks, which everyone talks about. 4 times in the scene
- ▶ 1:16:29 Harry Stebbings But Airwallex raises three hundred and thirty million at an eight billion dollar valuation led by Lee Fixel at addition for a big investor in Stripe.
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 1:23:34 Jason Lemkin So it is, there is more stress in liquidity in the system than we think with these open AI and Stripe secondaries.
20VC: Max Altman on The New Seed War: Can Anyone Compete with Sequoia and a16z | Leaving $2BN on the Table with Reddit | Lessons from Backing Rippling at $25M Post | Why Climate Tech is a Mirage and Disaster
- ▶ 36:59 Harry Stebbings But like, the great person who leaves Stripe and they're raising 10 on 50, 20 on a hundred. 2 times in the scene
- ▶ 56:14 Max Altman Yeah, and I think there are a few examples where they just have got- Shopify and Stripe, partnership of the decade.
Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- ▶ 58:26 Harry Stebbings The way that I always see that actually is in meeting LPs, because of the amount of LPs that are sitting there with positions in Stripe and SpaceX and the names that we mentioned, and I think you forget the downstream multiplier recipients…
- ▶ 1:03:55 Harry Stebbings Ok, so Stripe does Tanda, all-time high of 41 bucks. 3 times in the scene
20Product: How AI Changes Product Design | Does the Design Phase Become Irrelevant in a World of Vibe Coding | The Five Pillars of Truly Great Product Design with Carl Rivera, Chief Design Officer at Shopify
- ▶ 27:37 Carl Rivera I'll use Shopify as an example, but you can pick others like Stripe is a great example.
- ▶ 51:51 Carl Rivera So you sign up for payments, and it's powered by Stripe, but then you sign up for, you know, financial services or banking, and it's, you know, powered by someone else.
20VC: Tim Ferriss: Why I Walked Away From Angel Investing After Uber | How I Accidentally Lost $150 Million | Money Fixed My Problems—Then Made Me Miserable
- ▶ 2:50 Harry Stebbings The calendar management tools let me set buffer times and sync with other calendars, so I never feel overbooked, and with secure payments, I can collect deposits or full payments upfront through Stripe or PayPal, making the process smooth…
- ▶ 1:31:30 Harry Stebbings Front through Stripe or PayPal, making the process smooth and professional.
OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
- ▶ 41:35 unnamed speaker Which is why, you know, the stripes most recent change was from 91 to a 110.
- ▶ 1:05:18 Jason Lemkin And when I look at the ramp and the Mercur and the stripes, like these are epic companies.
Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings
- ▶ 34:39 unnamed speaker But I think stepping back, I mean, the wider comment is, you know, we go around this, ah, is it a bubble, AI capex spent for a while, and over and over again, and it's funny, I was reading over the weekend that there's this new Stripe…
Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
- ▶ 44:37 Mike Cannon-Brookes At some point, those consumption-based models tend to flip, where it's not clearly transactional, like a stripe or something, or, you know, where you, you can clearly measure consumption.
20Sales: Scaling Snowflake from $0-$3BN in ARR | Snowflake vs Databricks: My Biggest Lessons | Why Customer Success is BS and What Replaces It with Chris Chris Degnan
- ▶ 42:46 Harry Stebbings And what I mean by that is if you have Dropbox and Stripe and Visa as your customers, do people really go, oh, wow, gosh, I must sign up.
OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 5:16 Jason Lemkin Of Shopify and Stripe, and Toby was so angry in his mind that he put Stripe on the board that then he went to Klaviyo and said, listen, I'm going to do the same thing for email that I did with payments on Shopify, but you got to give me… 2 times in the scene
- ▶ 31:55 Rory O'Driscoll The Stripe Seed round that Elad and others did was dirt cheap.
20Product: Revolut Business $1BN Revenue: Five of the Biggest Product Lessons | How Revolut Structures Product and Design Teams | How Revolut Experiments and Invests in New Product Bets | How Revolut Ships Product So Fast with James Gibson
- ▶ 47:03 James Gibson The competitor I think that I respect the most is probably Stripe. 3 times in the scene
The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
- ▶ 24:12 unnamed speaker You know, in the limit, maybe we're just left with two foundation models and Databricks and Stripe raising a serious
General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
- ▶ 0:17 Hemant Taneja I lost a series A of Stripe, of Samsara, of Snap, and the first one I won was a series A of Gusto.
- ▶ 8:08 Hemant Taneja I mean, look, our, our best returns have come from seeding companies like, uh, Stripe and Andurl or, uh,
- ▶ 8:57 Hemant Taneja Um, I think you would have to give that to Stripe still. 4 times in the scene
- ▶ 37:53 Hemant Taneja Our best companies, uh, that, you know, like Livongo and Circle and others, you know, Stripe and others, our first rounds were not 25 X.
- ▶ 1:02:24 Hemant Taneja When I invested in Stripe, all the guys that I called the new payments were like, this is a niche thing, like why are you doing it?
- ▶ 1:04:09 Hemant Taneja I mentioned earlier in Stripe, I've invested 14 times.
- ▶ 1:05:07 Hemant Taneja Stripe. 2 times in the scene
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