Stripe

“You have people that were born and raised in Nigeria and Ghana and Kenya who have gone to Silicon Valley and trained at Stripe and Google and Facebook and Amazon and are coming back, and they're coming back Sent to millionaires. They've made hundreds of millio…”

“Like, look at Y Combinator. They were giving people 25 to 250,000 dollars, and out of that came Stripe and Airbnb. When you add up all those companies, I think they're probably going to end up creating five hundred billion to a trillion dollars of value.”

“Our first investment was in Stripe. We've invested in companies like Fanatics and Goodleap and Airtable and Service Titan.”

“He and his brother, John, are two of the smartest guys I've ever met, and a lot smarter than me.”

“Series F plus, those are the companies that are more likely to have proper secondary markets that OpenAI, Stripe, and SpaceX, and they will do tenders for their employees, and so it really is few and far between that those deals make their way into our portfol…”

“What we saw was the commonality between all of them. I just described a very crowded market was that they were all focused on senior people that were leaving really late stage private companies. And so if you need twelve million dollars and you just left Strip…”

“We're fortunate in that it's about 10% of our capital and 55% of that capital is in four iconic leaders that really fit this framework well. Stripe, which is dominating digital cloud-based payments. Canva, which is next-gen cloud-based Adobe. Databricks, which…”

“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.”

“The reality is those are not venture risk the way we think of venture. We've taken the approach that it's fair to think of those as a different asset class. They're just almost equity risk is the way we think about it.”