Mastercard

5 statements across 5 episodes · 1 bullish · 3 bearish · 3 people on the record · first statement Dec 29, 2021 by Chamath Palihapitiya · said 52 times in 28 episodes since 2021 · across every show →

Mentions by year

brought up most by Chamath Palihapitiya (32), David Sacks (7), Jason Calacanis (5), Marc Benioff (2), Gavin Baker (2), David Friedberg (2), Philippe Laffont (1), Brad Gerstner (1)

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2026 6 mentions in 3 episodes 2 per episode
2025 12 mentions in 5 episodes 2 per episode
2024 6 mentions in 4 episodes 2 per episode
2023 7 mentions in 4 episodes 2 per episode
2022 8 mentions in 7 episodes 1 per episode
2021 13 mentions in 5 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Mastercard, oldest first

Dec 29, 2021 bearish
Prediction Not checkable as stated
Chamath Palihapitiya predicts Visa and MasterCard will be 2022's biggest business losers
“My biggest business loser for 20, 22 is Visa and MasterCard and traditional payment rails and the entire ecosystem around it.”
Chamath Palihapitiya Dec 29, 2021 ▶ 27:09 E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
Apr 16, 2022 negative
Opinion
Chamath: Visa and Mastercard raising fees during inflation is extremely dumb
“Visa and MasterCard, I think are doing the single dumbest thing they could do by being a duopoly, which is raising prices, especially into an inflationary moment, which just lacks complete knowledge and sensitivity of the moment.”
Chamath Palihapitiya Apr 16, 2022 ▶ 21:40 E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview
Sep 18, 2025 bearish
Insight
Yakovenko: Banks are more disruptible than Visa and MasterCard
“My, like contrary opinion is that I think Visa and MasterCard are more technology companies, and if you look at their, like, profit margin on the gross payment volume, it's like 10 basis points. It's like vapor. I think the issuer and receiver bank, those are …”
Anatoly Yakovenko Sep 18, 2025 ▶ 23:51 Solana’s Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money
Feb 28, 2026
Assertion Partly supported
Calacanis: Financial stocks fell up to 8% following viral AI report
“After this piece came out, which speculated that agents would get rid of all the three percent interchange fees and move everybody to settle transactions on stablecoins, all the financial stocks got hit on Monday. Amex down eight percent, Capital One down eigh…”
Jason Calacanis Feb 28, 2026 ▶ 8:40 Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
Jul 18, 2026 bullish
Prediction Not checkable as stated
Palihapitiya: Stripe, Block, Advent PayPal acquisition would compete with Visa
“What is the only kind of baby that Advent and Stripe and Block could have together? And I think there's one, which is you are creating a competitor to Visa and MasterCard.”
Chamath Palihapitiya Jul 18, 2026 ▶ 22:42 Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
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