PayPal

2 statements across 2 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 16, 2022 by David Rosenthal · said 39 times in 13 episodes since 2021 · across every show →

Mentions by year

brought up most by David Rosenthal (21), Ben Gilbert (14), Brinton Johns (2), David Senra (1), Brendan Eich (1)

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2025 13 mentions in 5 episodes 3 per episode

Google Part II: Alphabet (Audio) · Acquired Aug 26, 2025 · 7 mentions · from 1:01:56
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired Oct 6, 2025 · 2 mentions · from 1:08:54
The Jamie Dimon Interview: How JP Morgan Became an $800 Billion Bank · Acquired Jul 16, 2025 · 2 mentions · from 26:17
Google Part I: Origins of Search. How the Best Business in Human History Happened (Audio) · Acquired Jun 30, 2025 · 1 mention · from 2:21:09
The Steve Ballmer Interview · Acquired Jun 2, 2025 · 1 mention · from 1:41:14
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2024 3 mentions in 1 episode

Meta (Audio) · Acquired Oct 28, 2024 · 3 mentions · from 1:25:06
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2023 7 mentions in 2 episodes 4 per episode

Visa (Audio) · Acquired Nov 27, 2023 · 6 mentions · from 2:58:53
Sessions: David Senra (Founders Podcast) · Acquired Mar 29, 2023 · 1 mention · from 1:22:51
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2022 12 mentions in 3 episodes 4 per episode

Amazon.com · Acquired Aug 16, 2022 · 7 mentions · from 2:18:52
Benchmark Part I · Acquired Sep 28, 2022 · 4 mentions · from 1:27:43
The Browser (with Brendan Eich, Chief Architect of Netscape + Mozilla and CEO of Brave) · Acquired Feb 15, 2022 · 1 mention · from 1:35:27
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2021 4 mentions in 2 episodes 2 per episode

Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired Nov 3, 2021 · 3 mentions · from 29:09
Standard Oil Part II (Extended Cut) · Acquired Oct 19, 2021 · 1 mention · from 2:28:32
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Everything said about PayPal, oldest first

Aug 16, 2022 neutral

What-if

Without Amazon outbidding eBay for Accept.com, PayPal might not exist

“If that had gone otherwise, I don't know about PayPal. Like, there's probably no PayPal. There might not be a PayPal mafia.”

David Rosenthal Aug 16, 2022 ▶ 2:19:54 Amazon.com · Acquired

Sep 28, 2022 neutral

Opinion

PayPal succeeded because incumbents repeatedly missed opportunities to preempt the startup

“There were so many points in time where like the window should have closed for PayPal to be started. There's no reason that that company should have been successful or existed yet.”

David Rosenthal Sep 28, 2022 ▶ 1:28:46 Benchmark Part I · Acquired

PayPal

Mentions by year

Everything said about PayPal, oldest first

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