Stripe
6 statements across 6 episodes · 3 bullish · 1 bearish · 1 people on the record · first statement Jan 3, 2021 by Benedict Evans · said 31 times in 14 episodes since 2020 · across every show →
Mentions by year
brought up most by Benedict Evans (27), Toni Cowan-Brown (4)
tap a year for its mentions
2026 4 mentions in 2 episodes 2 per episode
2024 1 mention in 1 episode
2022 6 mentions in 5 episodes 1 per episode
2021 19 mentions in 5 episodes 4 per episode
2020 1 mention in 1 episode
Everything said about Stripe, oldest first
Jan 3, 2021 positive
Feb 21, 2021 positive
Feb 18, 2022 positive
Evans: Dozens of massive tech companies do not compete with Google or Amazon
“There's an awful lot of fifty, hundred, two hundred billion dollar tech companies out there. You know, how does that model account for everything from Coinbase to Stripe to Shopify to Spotify to you know, Okta to Databricks to UiPath to, you know, there's doze…”
May 26, 2022 neutral
Evans: Tech has fragmented into siloed conversations with no overlap
“It used to be that you basically, the thing was to understand what was happening in web two, and then the thing is to understand what was happening in smartphones. And now there's a fintech thing. So how do we think about the intersection of Square, which is n…”
Jun 5, 2026 negative
Aug 16, 2026
Evans: Enterprise sales and integration cycles take at least 18 months
“Jesus Christ, it takes three to six months to get somebody at an enterprise to reply to your inquiry about selling them some software. You know, the enterprise sales cycle is what, 18 months? At best? You know, you want to add a new thing and plug it into SAP …”