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

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General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings Sep 22, 2025 · 11 mentions

20VC: Why 90% of Founders Build Startups Wrong | Why AI Growth Rates are Sustainable & Remote Work is BS and the AI Talent War | Competing with Brett Taylor and Sierra: Who Wins the Customer Service War with Jesse Zhang, Decagon Sep 19, 2025 · 2 mentions

  • ▶ 29:39 Harry Stebbings Shopify and Stripe's a great example, I think.
  • ▶ 58:49 Harry Stebbings So I never feel overbooked, and with secure payments, I can collect deposits or full payments up front through Stripe or PayPal, making the process smooth and professional.

Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings Sep 18, 2025 · 2 mentions

  • ▶ 59:44 Harry Stebbings Very similar business to Stripe.
  • ▶ 1:14:42 unnamed speaker And then did you buy, I mean, you know, the people who bought in a fifty billion at Stripe aren't looking to sell at ninety billion just because it's liquid.

OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings Sep 11, 2025 · 7 mentions

  • ▶ 1:14:56 Rory O'Driscoll You guys that abstracted the complexity of messaging and Stripe that abstracted the complexity of money, right? 5 times in the scene
  • ▶ 1:18:20 Jeff Lawson But with Twilio, with Stripe, with AWS, you can now engage in these business relationships on behalf of the company that you weren't able to do previously. 2 times in the scene

ElevenLabs CEO/Co-Founder, Mati Staniszewski:The Untold Story of Europe’s Fastest Growing AI Startup · 20VC with Harry Stebbings Sep 8, 2025 · 1 mention

  • ▶ 53:16 Mati Staniszewski Yeah, there, there are, there are some incredible companies that, that, that, that, of course, that similar, Stripe being one, one example.

BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings Aug 25, 2025 · 3 mentions

Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings Aug 21, 2025 · 3 mentions

  • ▶ 6:45 Jason Lemkin And maybe Stripe is accelerating. 2 times in the scene
  • ▶ 15:43 Harry Stebbings To the best block or the best house on every block, AI, open AI, data, Databricks, Stripe FinTech, and buys the best asset.

Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings Aug 14, 2025 · 5 mentions

Index Ventures Partner, Martin Mignot: Figma, Scale, Wiz: Inside Index’s Decacorn Factory · 20VC with Harry Stebbings Aug 11, 2025 · 1 mention

  • ▶ 16:27 Harry Stebbings I've met so many great fintech investors who never did Stripe because they're like, I thought it would be commoditized.

Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings Aug 7, 2025 · 1 mention

  • ▶ 38:28 Brian Halligan Like, in Silicon Valley, there's, I think it's kind of, Stripe has really, uh, beaten the drum on this, like, why the heck would we ever go public?

Miles Dieffenbach: Inside Carnegie Mellon’s $4BN Endowment & The Math Behind DPI, TVPI, Illiquidity · 20VC with Harry Stebbings Aug 4, 2025 · 1 mention

Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings Jul 31, 2025 · 3 mentions

  • ▶ 11:45 unnamed speaker Oh my God, this guy was a seed investor, Airbnb and Stripe.
  • ▶ 13:49 Harry Stebbings Stripe in FinTech, data breaks in data, open AI in AI. 2 times in the scene

Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings Jul 18, 2025 · 1 mention

  • ▶ 37:32 Scott Wu And then that list was like, you know, Stripe and, um, and some of these others.

Robinhood Founder & CEO, Vlad Tenev: Robinhood’s $85BN Resurgence & Tokenizing SpaceX & OpenAI · 20VC with Harry Stebbings Jul 14, 2025 · 6 mentions

  • ▶ 0:14 Vlad Tenev I do think it's a big problem that a retail investor can't get access to Stripe shares. 2 times in the scene
  • ▶ 51:45 Harry Stebbings Do you think Stripe should go public?
  • ▶ 51:49 Vlad Tenev I think Stripe can do whatever it wants, and obviously they can raise infinite amounts of capital from the private markets to run their business. 3 times in the scene

Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens? · 20VC with Harry Stebbings Jun 26, 2025 · 1 mention

  • ▶ 36:19 unnamed speaker Even when we did this a couple, like we weren't, everyone other than Canva doing its tertiary at forty billion or, or whatever, or Stripe, everyone else is now planning their IPO.

Chime IPO: Are IPOs Hotter Than Ever? · 20VC with Harry Stebbings Jun 19, 2025 · 2 mentions

Elon’s Empire: SpaceX, Tesla, Neuralink After the Storm & Anduril’s $2.6BN Power Move · 20VC with Harry Stebbings Jun 12, 2025 · 8 mentions

  • ▶ 9:10 unnamed speaker The very biggest, when Stripe finally goes public, they can do whatever they want. 3 times in the scene
  • ▶ 10:47 unnamed speaker Look, the window is, was, and always has been open for Databricks and Stripe. 3 times in the scene
  • ▶ 14:34 Jason Lemkin Maybe you don't need the money like Stripe, but man, if you not only can you IPO in this market and trade up, but if then you can do things, de-risk the company even further like CoreWeave, that's like a triple hat trick they got, right?
  • ▶ 23:37 unnamed speaker I'm not striped where I can do them on demand.

20VC: The Science of Storytelling: Three Steps to Master the Perfect Story | From Near Death Experience to Unicorn Startup: The Untold Story of Omaze with Matt Pohlson Jun 6, 2025 · 3 mentions

  • ▶ 1:02:43 Harry Stebbings You're seeing companies like Stripe very publicly say, listen, if you need a 28 year old analyst at a bank to say increase your margins, 3 times in the scene

Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings Jun 5, 2025 · 1 mention

Airwallex CEO & Co-Founder, Jack Zhang: The Angel That Turned $1M into $1BN · 20VC with Harry Stebbings May 26, 2025 · 32 mentions

  • ▶ 34:10 unnamed speaker Basically, I basically first time with Yuri, and we talked to, like, I talked to the partner about the business, obviously, because that's Series C, and that's straight after I reject the Stripe acquisition offer, and, uh,
  • ▶ 35:41 unnamed speaker You know, I think I was, um, you know, Sequoia and, and sort of Tencent and MasterCard led my Series A, um, and Series C we got like, because we are, we just, you know, rejected like acquisition offer from Stripe, um, you know, for close… 2 times in the scene
  • ▶ 55:50 unnamed speaker Um, and, uh, literally like, you know, imagine you from like a near death in sort of January, 2018 to like then in October, 20 18 structure reached out to BIOS. 13 times in the scene
  • ▶ 1:02:47 unnamed speaker You know, like, it's just that, um, you know, at that time, you know, Stripe was gonna raise the, the twenty billion dollar round, and, um, and we, we know that we probably can raise another round, and at a billion, uh, or more. 5 times in the scene
  • ▶ 1:07:48 unnamed speaker And, uh, we also, the vision kind of start evolved after seriously, after rejecting Stripe offer, I'm like, okay, we're going to competing, um, and long-term. 3 times in the scene
  • ▶ 1:16:15 unnamed speaker I think we went, let me just think about again, so we went from like, strap acquisition at that time, we were only two million dollars in 2018, so we went ten million dollars in 2019, so we five times the revenue in 2019, so ten million,… 2 times in the scene
  • ▶ 1:22:20 unnamed speaker I mean, if you look at that, that's kind of the same sort of multiple stripe or, you know, the Revolut are doing.
  • ▶ 1:30:10 unnamed speaker I wish I have someone like Michael Mars that invest in Stripe, like a true visionary investor that just supported the founder from day one. 3 times in the scene
  • ▶ 1:32:11 unnamed speaker I put some money in Stripe. 2 times in the scene

Rippling vs. Deel Lawsuit: WTF Happens Now? The Future of the Late Stage Private Market · 20VC with Harry Stebbings May 22, 2025 · 7 mentions

Duolingo Co-Founder, Severin Hacker: How AI Impacts the Future of Work and Education · 20VC with Harry Stebbings May 19, 2025 · 1 mention

  • ▶ 1:32:54 Severin Hacker But for the very, you know, the much more mature businesses like, like Stripe, um, I think you want to, to go public because you, you create this liquidity for your, your employees.

20VC Exclusive: Mercury Founder Launches First $26M Fund with Immad Akhund · 20VC with Harry Stebbings May 12, 2025 · 1 mention

  • ▶ 55:45 Immad Akhund So being public is inevitable, but yeah, why do it today and not five years from now on, six years from now, seven years from now, and obviously Stripe and a few others have delayed it, you know, multi-decades even.

Benchmark vs a16z: Why Stage Specific Firms Win · 20VC with Harry Stebbings May 8, 2025 · 1 mention

  • ▶ 16:56 Jason Lemkin The real Inception is finding the guy down the street from you, Harry, at the carriage house that didn't go to college, doesn't, didn't come out of Stripe, didn't go to YC, there's nothing in that guy, and spending months with him, getting…

Bucky Moore @ Lightspeed Venture Partners: Why You Cannot Do VC If You Do Not Do Pre-Seed · 20VC with Harry Stebbings May 5, 2025 · 1 mention

  • ▶ 50:25 Bucky Moore And conversely, I think people were looking at these API businesses where they make the model available to developers and saying, hey, this is going to be like Stripe or Twilio or, you know, the next great API driven business.

Dave CEO, Jason Wilk: The Best Performing Fund Would Only Back YC Founders on Their Second Time · 20VC with Harry Stebbings Apr 21, 2025 · 6 mentions

  • ▶ 2:17 Jason Wilk Stripe was in my class.
  • ▶ 5:27 Jason Wilk But it was also a different time when this angel investing was starting to gain momentum, again, going back to how hard it was to raise the seed round, our demo day was very unsuccessful from a YC standard perspective, and so to go back in…
  • ▶ 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. 3 times in the scene
  • ▶ 41:05 Jason Wilk And then with things like bridge and stripe with sort of this, this, uh, innovation around stable coin, you can start to get rid of sort of this cross border currency friction that doesn't exist.

a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings Apr 17, 2025 · 9 mentions

  • ▶ 0:07 unnamed speaker Strike.
  • ▶ 1:04:22 unnamed speaker And so the only thing that's, so the real question is, does a Stripe, a Databricks, an OpenAI, IPO, does the cavalry come back quickly enough 2 times in the scene
  • ▶ 1:05:13 Harry Stebbings Stripe don't want to go out for a long time, Rory. 6 times in the scene

20Product: How Scale AI and Harvey Build Product | Why PMs Are Wrong: They are not the CEOs of the Product | How to do Pre and Post Mortems Effectively and How to Nail PRDs | The Future of Product Management in a World of AI with Aatish Nayak Apr 11, 2025 · 1 mention

  • ▶ 56:37 Aatish Nayak We were offered jobs at the big companies, Microsoft, Palantir, Stripe, whatever.

Tom Hulme & Stan Boland: Lessons from Jensen Huang & How to Fix the UK Tech Ecosystem · 20VC with Harry Stebbings Apr 10, 2025 · 3 mentions

  • ▶ 6:18 Tom Hulme I was inspired, we invested in Stripe in 2017, and one of the things that struck me is the Collinson brothers were tracking a KPI. 2 times in the scene
  • ▶ 1:25:35 Tom Hulme But some of our best portfolio companies like Stripe aren't listing anytime soon, and they're finding ways to deliver liquidity.

Carvana CEO & Co-Founder, Ernest Garcia: Building a $50B Company, Losing 99% and Coming Back · 20VC with Harry Stebbings Apr 7, 2025 · 1 mention

  • ▶ 42:21 Harry Stebbings Playing the contrarian side, though, there are very, very private investors that we both know, Neil Major at Green Oats, as we said, Vince and Josh at Thrive, who would provide that similar pressure dynamic in a board environment, more…

20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech Apr 3, 2025 · 2 mentions

Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings Mar 26, 2025 · 2 mentions

  • ▶ 18:37 Mitchell Green They don't, the Stripes, they don't need to go public.
  • ▶ 19:58 Mitchell Green Look, I think the Stripe, I don't know him, but like the Stripe guys, I think very early on were saying like, we don't want to be a public company.

Peter Singlehurst: Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvalt · 20VC with Harry Stebbings Mar 19, 2025 · 9 mentions

  • ▶ 37:58 Harry Stebbings There's no IPOs now, and Stripe's gonna stay private for another 10 years. 2 times in the scene
  • ▶ 51:06 Peter Singlehurst Actually, I'll tell you the round that we didn't take part in that, we came very, very close to, so we, we first invested in Stripe at about a thirty billion dollar valuation, um, but we didn't take part in the, in the, the down round that… 6 times in the scene
  • ▶ 59:02 Harry Stebbings We mentioned, um, Stripe as the one where the reinvestment maybe you should have made.

20Product: How to Design and Build Products in a World of Agents | Why AI Will Kill Many SaaS Products | What Products Will Thrive and Die in a World of 100M Developers with Matt Biilmann, Co-Founder and CEO @ Netlify Mar 14, 2025 · 3 mentions

Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings Mar 10, 2025 · 5 mentions

Anton Osika, Co-Founder and CEO @ Lovable: Hitting 85% Day 30 Retention - Better than ChatGPT · 20VC with Harry Stebbings Mar 5, 2025 · 1 mention

  • ▶ 41:45 Anton Osika And even saying like, oh, here's your incorporated, the Delaware C company, your Stripe set up.

Adarsh Hiremath @ Mercor: The Fastest Growing Startup in Silicon Valley | E1261 · 20VC with Harry Stebbings Feb 20, 2025 · 2 mentions

Nabeel Hyatt, GP @ Spark Capital: To Win in AI, Investors Need to Change Their Approach | E1255 · 20VC with Harry Stebbings Feb 3, 2025 · 1 mention

  • ▶ 54:03 Harry Stebbings I just walked with Manny Medina from Outreach, and he's building, essentially, uh, Stripe for agents, um, and he was talking to me about, kind of, the future of agents, and he was saying, hey, the future is actually hyper verticalized in…

Hussein Kanji, Founder @Hoxton Ventures: Why AI Means London Can Compete with the US | E1248 · 20VC with Harry Stebbings Jan 20, 2025 · 1 mention

  • ▶ 1:02:47 Harry Stebbings You've got Stripe, you've got Databricks, you've got SpaceX, you've got Starlink, you've got all these companies, which, but they didn't need to go

Eran Zinman, Co-Founder & Co-CEO @Monday.com: Going Upmarket, International and Multi-Product |E1247 · 20VC with Harry Stebbings Jan 17, 2025 · 1 mention

Dan Gill, CPO @Carvana: The Most Wild Story in Public Markets | E1243 · 20VC with Harry Stebbings Jan 8, 2025 · 2 mentions

  • ▶ 48:37 Harry Stebbings You know, I still look at like Shopify and Stripe and Shopify, I mean, the Stripe's partnership is incredible, but why Shopify has never vertically integrated Stripe? 2 times in the scene

Matt Plank, Rippling's CRO: How to Build an Enterprise Sales Machine | E1241 · 20VC with Harry Stebbings Dec 20, 2024 · 1 mention

  • ▶ 27:47 Harry Stebbings Get the, you know, you go to the startup pages and it's like retool the customers, striper customers, like you name your companies that look sexier customers.

Reid Hoffman, LinkedIn & Paypal Founder: Trump Administration, Elon Musk and DOGE | E1239 · 20VC with Harry Stebbings Dec 16, 2024 · 1 mention

Zachary Bookman: Why Valuations and Fundraising are BS | E1235 · 20VC with Harry Stebbings Dec 6, 2024 · 2 mentions

  • ▶ 1:00:42 Harry Stebbings Why the fuck does any Stripe, Databricks, Starlink, you name it, go public when there is so much money in privates?
  • ▶ 1:01:14 Zachary Bookman They're raising, Databricks is raising most of that to deliver secondary to employees, including to deal with some tax issues, and I know that's what Stripe did, and Josh, I think, is doing most of these.

Jason Citron, Co-Founder/CEO @Discord: The Untold Story Behind Scaling to 200M Users | E1230 · 20VC with Harry Stebbings Nov 25, 2024 · 1 mention

  • ▶ 45:13 Harry Stebbings I think there's a generation of incredible private companies like your Stripes, like your Starlings, like your Discords.

Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings Oct 21, 2024 · 2 mentions

  • ▶ 10:48 Mamoon Hamid Uh, and in most cases, at the end of the day, you're like, you know, I should just pay Stripe two and a half percent, okay, rather than billing it all myself.
  • ▶ 34:49 Harry Stebbings It needs to be a database, a Stripe.

Zach Perret: Why ‘Founder Mode’ is the Most Dangerous Blog Post for Founders | E1215 · 20VC with Harry Stebbings Oct 16, 2024 · 1 mention

  • ▶ 49:15 unnamed speaker Um, PayPal's done it, and Stripe's done it.

David Frankel, MP @Founder Collective: Investing Lessons from Seeding Coupang, Pillpack & Suno|E1214 · 20VC with Harry Stebbings Oct 14, 2024 · 2 mentions

  • ▶ 27:52 Harry Stebbings It needs a Stripe, it needs a Starlink, it needs a SpaceX.
  • ▶ 57:48 Harry Stebbings Do you think about downside protection when you come into companies, just in terms of, listen, they're really smart operators, in payments, bad days, stripe, or buy them?

Jeff Wang: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta|E1212 · 20VC with Harry Stebbings Oct 9, 2024 · 1 mention

  • ▶ 24:58 Harry Stebbings So if you are Starlink or you're Stripe or you're any of these great firms, you can bluntly finance in private markets for as long as you need to.

Akshay Kothari: How Notion Has More Money Than Ever & Why Startup Fundraising is Broken | E1203 · 20VC with Harry Stebbings Sep 18, 2024 · 1 mention

Imran Khan: Why the IPO Market is Not Closed & Lessons From Taking Snap & Alibaba Public | E1194 · 20VC with Harry Stebbings Aug 26, 2024 · 2 mentions

Laela Sturdy: Life Inside Alphabet's $7BN Growth Fund | E1190 · 20VC with Harry Stebbings Aug 16, 2024 · 13 mentions

  • ▶ 3:06 Laela Sturdy So the first time that I invested in, in Stripe back in 2017, it was that same insight around understanding S&B, um, scale as, you know, Stripe's early customers were inception customers. 2 times in the scene
  • ▶ 4:44 Laela Sturdy Again, when, um, uh, first at the Stripe investment, um, or the Credit Karma investment, both of those are examples of companies that have really, really strong core businesses in totally different areas.
  • ▶ 12:14 Laela Sturdy Like, again, if we talk about the examples of, of the stripes of the world, they can, their, their, their core business is so, so large that, um, and so, so complex that there's gonna be a significant amount of investment in that core…
  • ▶ 17:59 Harry Stebbings Uh, so like, you know, Stripe. 3 times in the scene
  • ▶ 30:00 Laela Sturdy Like I'll go with Stripe, um, you know, 2017, um, when we invested in them, nobody, or I would say lots of people didn't believe that they could compound and continue to grow at such a strong rate that actually the valuation multiple that… 2 times in the scene
  • ▶ 36:23 Harry Stebbings But, like, Stripe feels obvious. 4 times in the scene

Kaz Nejatian: How Shopify Built a $90BN Business to Last 100 Years | E1189 · 20VC with Harry Stebbings Aug 14, 2024 · 12 mentions

  • ▶ 42:34 Harry Stebbings How you build the operating system matters, which makes me wonder, kind of going back to our core conversation of, like, the internal tools you build, why do you still use Stripe? 10 times in the scene
  • ▶ 45:41 Kaz Nejatian And I think Shopify and Stripe, Shopify and Affirm, Shopify and Meta, Shopify and Google, Shopify and Apple, like, these are incredibly powerful partnerships. 2 times in the scene
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