Stripe

6 statements across 5 episodes · 4 bullish · 1 bearish · 5 people on the record · first statement Aug 11, 2021 by Joe Lonsdale · said 26 times in 8 episodes since 2021 · across every show →

Mentions by year

brought up most by Joe Lonsdale (7), Balaji Sr i n i v a s a n (5), Tyler Scriven (4), Nick Perry (4), Ben Rubinstein (3), Elad Gil (2), Sam Lessin (1)

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Everything said about Stripe, oldest first

Aug 11, 2021 bullish
Prediction Not checkable as stated
Lonsdale: Stripe could reach a $1 trillion valuation
“I think they could get to a trillion dollars.”
Joe Lonsdale Aug 11, 2021 ▶ 16:56 Balaji Srinivasan: Bitcoin, China, the "Woke" Mob, and the Future of the Internet · Joe Lonsdale
Aug 11, 2021 bullish
Prediction Held up
Balaji Srinivasan: Ethereum will be more valuable than Stripe
“Ethereum will be you know, like it's more valuable than Stripe, for example.”
Balaji Sr i n i v a s a n Aug 11, 2021 ▶ 16:50 Balaji Srinivasan: Bitcoin, China, the "Woke" Mob, and the Future of the Internet · Joe Lonsdale
Mar 15, 2024
Assertion Not publicly verifiable
Scriven: Wife Faith was among Stripe's first three employees
“My wife Faith she's a pretty low key person, but she was actually it's a debate whether she was the first or second or maybe, maybe third, we'll see, but employee of Stripe, you know, and she was, you know there with John and Patrick in their apartment, you kn…”
Tyler Scriven Mar 15, 2024 ▶ 6:40 Ep 81: How Palantir Star Tyler Scriven Is Helping Small Business Compete With Amazon · Joe Lonsdale
Nov 2, 2024 positive
Insight
Gil: Golden age tech companies concentrate talent that later fuels Silicon Valley
“And I feel like at any given moment in time, there's one or two companies that are going through this kind of golden age period where you're expanding rapidly. You're soaking in all the best talent. You're launching multiple product lines. You have this, Diver…”
Elad Gil Nov 2, 2024 ▶ 5:36 Secrets Of Investing Early – Lessons From A Billion-Dollar Investor · Joe Lonsdale
May 17, 2025 negative
Opinion
Lessin: SPACs ruined public market trust by dumping VC trash
“I'd argue SPACs also kind of screwed things up because basically the private markets handed the public markets all their trash, right? And the public markets are like, screw you guys. You give, give us Stripe. Why are you giving us all these terrible companies…”
Sam Lessin May 17, 2025 ▶ 20:32 The Truth About AI: Sam Lessin’s Contrarian Take · Joe Lonsdale
Feb 17, 2026 bullish
Assertion Contradicted
Lonsdale: Top 100 AI Startups Grow 3.6x Faster Than Legacy SaaS
“If you take the top hundred SaaS companies, And the top hundred of these new AI companies, and you look at the median, ah, the median rate of growth, I guess, I saw the Stripe report was like, 3.6 times faster as of a few months ago.”
Joe Lonsdale Feb 17, 2026 ▶ 8:53 Top Tech Investors: This AI Wave Is 10X Bigger Than SaaS · Joe Lonsdale
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