Visa, every mention
5 scenes (2023) · ← back to Visa
tap a year for its mentions
every year 2023 anyone Chamath Palihapitiya 29David Sacks 6Jason Calacanis 5Mark Cuban 1Brad Gerstner 1
Verbatim, from the transcripts: the passages where Visa comes up
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
- ▶ 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
- ▶ 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
- ▶ 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