Adyen

“I think Shopify took me eight emails until Toby said yes. And he asked me to fly to Ottawa. Addion took me two years to break through. Rovio took me a year and a half and I had to meet them in the U S and London in Helsinki.”

“And they've created a backend tech infrastructure where we think that they have a cost advantage versus the vast majority of their competitors.”

“And when we kind of went through that entire thought process, we realized that we had as much conviction in Addion as we did before and decided to bring the weight back up to a large bucket weight and essentially double the weight size and take advantage of th…”

“There's two payment companies, which are next-gen, cloud-based, Leading payments companies, and those two are like Coke and Pepsi. They're a little bit different in different ways, but in order to invest in Audion, you better know what's going on at Stripe.”