Visa, every mention

22 scenes · ← back to Visa

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every year anyone Chamath Palihapitiya 29David Sacks 6Jason Calacanis 5Mark Cuban 1Brad Gerstner 1

Verbatim, from the transcripts: the passages where Visa comes up

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Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters Jul 18, 2026 · 3 mentions

OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze May 1, 2026 · 1 mention

Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot Feb 28, 2026 · 1 mention

  • ▶ 8:51 Jason Calacanis Amex down eight percent, Capital One down eight percent, MasterCard six percent, Visa four percent, yada yada.

Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom Nov 22, 2025 · 1 mention

Solana’s Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money Sep 18, 2025 · 5 mentions

  • ▶ 23:41 Chamath Palihapitiya Um, another market that seems has built a monopoly or a duopoly around transactions who's a little bit at risk is Visa and MasterCard. 5 times in the scene

Robinhood CEO Vlad Tenev on tokenizing stocks, expanding access to private shares, fintech's future Sep 15, 2025 · 2 mentions

  • ▶ 20:15 Chamath Palihapitiya The Visas, the MasterCards, the JP Morgans, what roles do these companies play as you guys just become more and more ambitious and girthy and big and, you know, market cap and all that stuff? 2 times in the scene

The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private Feb 22, 2025 · 3 mentions

  • ▶ 7:50 Chamath Palihapitiya Is there a moment, guys, where, is it a regulatory event where you'll say the Visa MasterCard duopoly can get challenged? 3 times in the scene

2025 Predictions: Tech, Business, Media, Politics! Jan 4, 2025 · 2 mentions

  • ▶ 24:23 Chamath Palihapitiya If you compare that to Visa over the same period, it was more than double Visa's transaction volume. 2 times in the scene

Mark Cuban: Love/Hate Relationship with Trump, Why He's Backing Kamala Harris Oct 3, 2024 · 1 mention

  • ▶ 7:29 Mark Cuban And, um, so he comes up to me, and I'm with the VP of Visa, my buddy, and Jerry Yang, I think it was.

In conversation with Reid Hoffman & Robert F. Kennedy Jr. Aug 30, 2024 · 1 mention

E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more Jan 26, 2024 · 2 mentions

  • ▶ 1:23:24 David Sacks If you're doing payments, you're gonna have transaction fees that you pay to say Visa and MasterCard. 2 times in the scene

E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner Mar 3, 2023 · 2 mentions

  • ▶ 1:11:26 Brad Gerstner So if comp committees just walk in and they say the gold standard as a public company is 50 basis points annual dilution, that's Apple, that's Booking.com, Visa, MasterCard, or even below that, that's the gold standard once you're in the…
  • ▶ 1:51:19 Chamath Palihapitiya And the few that can Visa, MasterCard and Adyen tend to trade at

E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move Feb 24, 2023 · 2 mentions

  • ▶ 6:11 Chamath Palihapitiya And what's interesting is that you look at companies like Visa and MasterCard that are doing quite well and have done really well for a long time.
  • ▶ 21:14 Jason Calacanis They compete with Visa, MasterCard, and those other places.

E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union Feb 11, 2023 · 2 mentions

  • ▶ 1:07:48 Chamath Palihapitiya Visa, MasterCard, just as an example, you can now actually get one or two really smart people like him to lead an effort where you would say, here's a couple hundred million dollars to compete with Stripe, but here are the boundary… 2 times in the scene

E109: 2022 Bestie Awards Live from Twitter HQ Dec 24, 2022 · 1 mention

E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast Jun 24, 2022 · 1 mention

  • ▶ 21:57 Chamath Palihapitiya Now, you would have thought that in 2023 or 20 22, what the government would have said to, you know, Visa, MasterCard, American Express, all the payment rails, the banks and Stripe is, send me a feed in the following structured way so that…

E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more Apr 9, 2022 · 1 mention

E61: 2022 Predictions! Business, politics, science, tech, crypto, & more Dec 29, 2021 · 8 mentions

  • ▶ 27:09 Chamath Palihapitiya Well, I guess I'm fading you guys, and I'm also fading implicitly Friedberg's pick of Stripe, but my biggest business loser for 20, 22 is Visa and MasterCard and traditional payment rails and the entire ecosystem around it. 8 times in the scene

E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more Jun 18, 2021 · 3 mentions

  • ▶ 28:48 David Sacks And frankly, we did something kind of similar with Visa MasterCard because PayPal was essentially an application on top of Visa MasterCard as well. 3 times in the scene
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