Stripe, every mention

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every year anyone Ben Forman 5Alex Sacerdote 5Ted Seides 4Sean Warrington 3Dave Thornton 3Tim Sullivan 2Roseanne Wincek 2Michael Ovitz 2Magnus Grimeland 2Sebastian Mallaby 1

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

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Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488) Feb 23, 2026 · 4 mentions

  • ▶ 18:31 Ed Grefenstette Well, the last couple of years, they might have exposure to SpaceX, OpenAI, Anthropic, Ramp, Stripe.
  • ▶ 21:37 Sean Warrington The first part of that equation is exposures and using as example, SpaceX or Stripe.
  • ▶ 24:19 Sean Warrington For the positions like Stripe, many of us have a lot of the same positions we're alluding to. 2 times in the scene

Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487) Feb 16, 2026 · 1 mention

  • ▶ 36:41 Bobby Jain Many people would like to work at Microsoft and Google and Apple, and many people want to work at Stripe.

Year in Review 2025 (EP.478) Dec 22, 2025 · 1 mention

  • ▶ 18:28 Ted Seides This power law business, you invest in all these early stage companies, and very few become Stripe.

Top 5 of 2025: #4: Alex Sacerdote Dec 22, 2025 · 5 mentions

Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (EP.469) Nov 6, 2025 · 3 mentions

  • ▶ 12:52 Dave Thornton And so if you need twelve million dollars and you just left Stripe, everybody falls over you in order to get you your money and you have
  • ▶ 29:30 Dave Thornton 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 portfolio.
  • ▶ 41:06 Dave Thornton For example, Stripe and OpenAI and Gusto and SpaceX.

Tim Sullivan – Yale's Private Portfolio (EP.456) Jul 14, 2025 · 2 mentions

Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455) Jul 7, 2025 · 2 mentions

  • ▶ 37:27 Michael Ovitz I tell this story to young people that I got a call, I was living in San Francisco, and I got a call from Patrick Collinson, who's one of the founders of Stripe. 2 times in the scene

Friends Reunion 3 – Five Allocators Riff on Investing (EP.454) Jun 30, 2025 · 1 mention

  • ▶ 15:13 Ted Seides What is the status of late-stage growth privates as a component of your venture portfolios with all these larger companies, Stripe, Databricks, staying private for longer?

Ben Forman – Unlocking Blockchain's Potential (EP.441) Apr 21, 2025 · 5 mentions

  • ▶ 9:13 Ben Forman One of them that resonated with me was Stripe. 2 times in the scene
  • ▶ 11:36 Ben Forman But today, I mean, we're seeing people spin out of the biggest hedge funds in the world, the biggest financial institutions, whether it's Robinhood or Stripe, also big tech companies to build in this industry.
  • ▶ 18:20 Ben Forman You've now seen Stripe recently acquired Bridge, which is a startup in the stablecoin space that was basically building software that allowed companies like SpaceX to pay employees in a 160 countries. 2 times in the scene

Meghan Reynolds – Art of Capital Formation (EP.438) Mar 31, 2025 · 1 mention

  • ▶ 1:02:46 Megan Reynolds Before, although the trend has been there, the existence of companies like Databricks and Stripe and even OpenAI, those are truly quasi-public, so what does that mean from a return perspective?

Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406) Sep 16, 2024 · 1 mention

  • ▶ 48:10 Mike Maples, Jr. He thought that just a billion dollar exit's not the same as being like Stripe or Airbnb, and so he wasn't an authentic match to that future.

Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382) Apr 29, 2024 · 1 mention

Magnus Grimeland – Day Zero Investing at Antler (EP.369) Feb 15, 2024 · 2 mentions

  • ▶ 22:23 Magnus Grimeland They might be working in Stripe right now, they might be working in Spotify, but they'll receive an email from us saying, hey, congrats on building Spotify.
  • ▶ 44:52 Magnus Grimeland Stripe, any type of platform or API an early stage startup needs to use.

Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361) Jan 11, 2024 · 1 mention

Michael Carmen – Late-Stage Private Investing at Wellington (EP.332) Aug 10, 2023 · 1 mention

  • ▶ 11:37 Michael Carmen Today, but now you're seeing companies, whether it was Airbnb that went public at sixty billion plus, or Stripe that just did around at fifty billion dollars, or Uber that went public at fifty billion.

Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321) Jun 12, 2023 · 2 mentions

  • ▶ 4:51 Ted Seides Chris founded Lowercase Capital in 2010, making seed stage investments in Twitter, Uber, Instagram, Blue Bottle Coffee, and Stripe, among many others.
  • ▶ 36:13 Chris Sacca And Stripe and Optimizely and Docker, and maybe with Instagram and Twitter, there was some overlap.

Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291) Jan 9, 2023 · 1 mention

Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34) Aug 4, 2022 · 1 mention

  • ▶ 55:03 Avichal Garg They were giving people 25 to 250,000 dollars, and out of that came Stripe and Airbnb.

Sebastian Mallaby – The Making of the New Future in Venture, Venture is Eating the Investment World 14 (Capital Allocators, EP.245) Apr 11, 2022 · 2 mentions

  • ▶ 2:04 Ted Seides I've seen the platform and the coverage is incredible, ranging from mature mega caps to leading edge innovators like Stripe and SpaceX to thematic topics like crypto exchanges and alternative energy in China to just about everything in…
  • ▶ 32:49 Sebastian Mallaby He doesn't say Yahoo or Google or even Stripe.

Renata Quintini and Roseanne Wincek – Renegade Spin-Out in the Supercritical Stage, Venture is Eating the Investment World 11 (Capital Allocators, EP. 242) Mar 21, 2022 · 2 mentions

Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236) Feb 21, 2022 · 1 mention

  • ▶ 1:02:07 Josh Wolfe 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

Joelle Kayden – Canvassing the Landscape at Accolade Partners, Venture is Eating the Investment World 7 (Capital Allocators, EP.235) Feb 14, 2022 · 1 mention

  • ▶ 25:28 Joelle Kayden Yeah, I think venture capitalists will tell you that the team that you back matters the most, and there are extraordinary numbers of very talented teams coming out of large, successful technology companies, whether they're Stripe, or…

Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234) Feb 7, 2022 · 1 mention

Bill Trenchard - First Round Capital (Manager Meetings, EP.23) Dec 9, 2021 · 1 mention

Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224) Nov 29, 2021 · 1 mention

Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220) Nov 1, 2021 · 1 mention

  • ▶ 48:28 Savneet Singh But I guarantee that if you had met Stripe 10 years ago, you'd be like, wow, everybody here is insane.

Paula Volent – Star Endowment Manager's Next Act at Rockefeller University (Capital Allocators, EP.219) Oct 25, 2021 · 1 mention

  • ▶ 20:50 Paula Volent And then there's people that have come out of things like Stripe, or they have come out of companies where they have a differentiated skill set than the VCs of old.
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