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Cash App

5 statements across 4 episodes · 5 bullish · 0 bearish · 4 people on the record · first statement Nov 28, 2023 by Jason Gardner · said 17 times in 4 episodes since 2023 · across every show →

Mentions by year

brought up most by David Haber (8), Owen Jennings (3), Jason Gardner (3), Keith Rabois (2), Simon Khalaf (1)

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0112023202420252026episodes it came up in
007.50.51512023202420252026episodesmentions per episode
2026 11 mentions in 1 episode
2025 2 mentions in 1 episode
2024 1 mention in 1 episode
2023 3 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Cash App, oldest first

Nov 28, 2023 bullish
Assertion Not checkable as stated
Gardner: Cash App card exceeded expectations to become a top debit program
“And we thought like, ah, you know, I don't know if this is going to be a big product or not. And they didn't even think at the time it was going to be a big product. And then obviously that completely blew away all of our predictions in regards to how Cash App…”
Jason Gardner Nov 28, 2023 ▶ 28:38 Welding Yourself to Early Customers with Marqeta's Jason Gardner
Jun 20, 2024 positive
Assertion Supported
Khalaf: Cash App is sole financial app in App Store top 25 for three years
“You look at Cash App as an example. It's the only financial services product that's been in the top 25 on the App Store the last three years.”
Simon Khalaf Jun 20, 2024 ▶ 7:13 Zach Perret (Plaid) & Simon Khalaf (Marqeta): New Applications in Fintech
Oct 16, 2025 bullish
Insight
Rabois: Financial services customers consistently pay for instant delivery of funds
“Cash App makes money now. The reason why is people will pay for instant quote unquote delivery. This has always been true in financial services.”
Keith Rabois Oct 16, 2025 ▶ 39:13 Keith Rabois: Israel, OpenAI, Opendoor, and DOGE
Apr 1, 2026 bullish
Prediction Not checkable as stated
Jennings: Static app interfaces will fundamentally change within six months
“For the past 10 or 15 years, everyone's used to a static UI, a rigid UI, you tap through the UI, everyone has the same, everyone's Uber or Lyft or Cash App or whatever looks the same. That's gonna fundamentally change in the next, like, six months. Generative,…”
Owen Jennings Apr 1, 2026 ▶ 20:08 How to Reorg After AI Changes Everything | Block's Owen Jennings on the a16z Show
Apr 1, 2026 positive
Insight
Jennings: Anyone can clone software, but network effects can't be vibe coded
“I like to say like any of us can create a peer to peer app in probably a week. No one's going to vibe code, you know, 50 or sixty million monthly actives who are actually using that.”
Owen Jennings Apr 1, 2026 ▶ 24:00 How to Reorg After AI Changes Everything | Block's Owen Jennings on the a16z Show
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