Stripe, every mention

mentionsepisodesper episode tap a year for its mentions

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

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▶ 50:21 Brad Gerstner Anthropic did, you know, fifty million line Ruby code base at Stripe that was, you know, uh, refactored in a day versus many weeks with many people.

▶ 36:08 Brad Gerstner Of course, Stripe, after the purchase of Bridge has gone all in on Stable, they just unveiled this new Stablecoin issuance tools and expanded into AI commerce with OpenAI that could have some stable implications.

▶ 2:05 Apoorv Agrawal Olivier, former entrepreneur, winner of the Golden Llama at Stripe, where you were for just under a decade, and now lead all of the product at OpenAI Platform.

▶ 1:04:53 Brad Gerstner They're getting, uh, into this fast-growing part of their business at Stripe because the reality is if you have two businesses, maybe one in Mexico, right, small business that's a scuba business providing some tourism attraction, and you… 2 times in the scene

▶ 55:59 Bill Gurley We have this offsetting reality, you know, that the stripes of the world and, and Databricks and others are choosing to delay being public and have massive access to private capital, and maybe that's a discussion for another day, but there…

▶ 42:14 Satya Nadella OpenAI was able to really build out this escape velocity with ChatGPT, but on the API side, the biggest thing that we were able to gain was, you know, take, you know, Shopify or Stripe or Spotify.

▶ 1:03:23 Bill Gurley I mean, everything has to start to look like Stripe. 2 times in the scene

▶ 44:26 Brad Gerstner I call them internally and to our LPs, I call those quasi public companies, companies like Databricks, Stripe, 2 times in the scene

▶ 13:12 Bill Gurley And I, I look at the city of San Francisco, who has lost Suave and Stripe and all these FinTech companies because
▶ 1:01:12 Bill Gurley Stripe out of their own dollars, right?

▶ 24:39 Brad Gerstner 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.
▶ 28:23 Brad Gerstner The employees, so if you're an employee of SpaceX, or you're an employee of Stripe, or you're an employee of a ByteDance or these other companies, you could, you probably have quarterly or biannual liquidity events. 2 times in the scene
▶ 37:18 Brad Gerstner Venture and public, um, when I talked to technology investors, um, and, you know, then they would have everything in their venture bucket all the way from, you know, a series A all the way through Stripe or, or, or, or, or ByteDance, which…

▶ 49:37 Bill Gurley Like, I don't think we don't have to wait around for Stripe.

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