Stripe
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Apr 18, 2024 by Brad Gerstner · said 18 times in 11 episodes since 2024 · across every show →
Mentions by year
brought up most by Brad Gerstner (10), Bill Gurley (6), Satya Nadella (1), Apoorv Agrawal (1)
tap a year for its mentions
2026 1 mention in 1 episode
2025 5 mentions in 4 episodes 1 per episode
- AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview · Bg2 Pod
- Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- every mention in 2025, scene by scene →
2024 12 mentions in 6 episodes 2 per episode
- Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about Stripe, oldest first
Apr 18, 2024 bearish
Gerstner: Elite Tech Companies Like SpaceX and Stripe May Stay Private
“You know, think of, you know, the SpaceX's, the ByteDance, the Databricks, the Stripes of the world, all the companies people are waiting to see when they're going to come public. They all fit that profile. They don't need the public markets to provide the liq…”
Dec 12, 2024 positive
Nadella: Shopify, Stripe, and Spotify became Azure users via OpenAI APIs
“Take, you know, Shopify or Stripe or Spotify. These were not customers of Azure. They were all customers of GCP or they were customers of AWS. So suddenly we got access
Do many, many more logos who are all quote unquote digital natives who are using Azure in …”