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Booking.com

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 12, 2026 by John Collison · said 9 times in 2 episodes since 2025 · across every show →

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brought up most by John Collison (6), Dan Sundheim (3)

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2026 6 mentions in 1 episode
2025 3 mentions in 1 episode

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Everything said about Booking.com, oldest first

Feb 12, 2026 positive
Assertion Supported
Stripe host: Booking.com stock outperformed Google over the past 20 years
“If you invested a dollar in Booking.com and a dollar in Google 20 years ago, you made much more money as a Booking.com shareholder, and I think people don't appreciate that fact.”
John Collison Feb 12, 2026 ▶ 5:44 Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
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