The Ledger
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Privy required the ability to support Stripe's competitors during M&A talks
“And this was a part of the conversations that we had at Privy when talking to Stripe about M&A, which was like, what are conditions under which we think we can be successful here? And I think one of them was the need to be able to work with competitive endeavo…”
Stern: Bundling with Stripe and Bridge turns 10-year roadmaps into 2-year roadmaps
“There's deep value to bundles and to being able to layer our software with stablecoin orchestration, stablecoin issuance, with traditional fiat money movement and rails, with the networks that Stripe has built across like, you know, marketplaces and merchants.…”
Collison: Stripe acquired Privy and Metronome
“Since our last update, we acquired Privy, which powers more than a hundred and ten million programmable wallets, and Metronome, which powers the complex usage-based billing models used by companies like OpenAI, Anthropic, Confluent, and NVIDIA.”
Stern: Embedded accounts allow every company to build a neobanking arm
“Beyond that, there's a reality which is, you get to have a relationship with your user that's much longer lasting. Ostensibly Uber has done this where Uber drivers get financing for their cars via Uber, but now any company can really do this where instead of l…”
Stern: European customers experimented more under MiCA due to regulatory clarity
“The interesting like Delta for us at least was we saw European customers Trying a lot more things under MICA because at least they knew ostensibly where the lines were.”
Stripe needed Bridge and Privy to advance in crypto, says Collison
“At some level, Bridge and Privy make me much more bullish on M&A, because we had an idea going in, and Stripe was very much taking crypto and stablecoins seriously, and there's no way we would collectively be where we are now or there's no way Stripe would be …”
Abrams: Bridge considered wallet-as-a-service before rejecting it as a competitive tar pit
“One of our first ideas was to build wallets as a service, and which was obviously your business. At the time, I don't think that You, maybe you existed, but at least it wasn't, you weren't on our radar at all. And I remember looking at the space and being like…”
Stern: Privy built wallet-level fund freezing to prevent double-spends
“The account layer is something that we've had to build on the wallet side, Which is actually the ability to freeze funds based on the first payment to prevent double spends. It's actually something that we've had to build out for some of our customers specific…”