The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 65 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Collison: Stripe partnered with Shopify to roll out stablecoin checkout payments
“We just worked with Shopify to, like they now offer a stablecoin Payments on all of their checkouts, or they're rolling that out on all of their checkouts. That's just not a thing that would have made sense even three or four years ago.”
Langley: 80% to 90% of Flock Safety customers pay by check
“Not a single customer of ours pays via ACH to either check or credit card, and we do a lot of checks. I'd probably say 80%, 90% are checks, maybe higher.”
Collison: 6.3% of vertical SaaS SMBs on Stripe hit $1M revenue in year one
“In the US, 6.3% of SMBs powered by vertical SaaS platforms on Stripe earn one million dollars in total revenue in their first year, nearly 60% more than in one benchmark comparison set.”
Collison: Using a card with a new email increases fraud risk 60%
“For instance, if we see a card being used with a new email address, The very newness of the email address is a suspicious fact, with a 60% higher likelihood of fraud.”
Collison: Forbes saw 23% revenue uplift after switching to Stripe
“Forbes switched to Stripe to manage its subscription payments, and it has seen a 23% uplift in revenue in the past six months alone.”
Collison: Stripe cut card testing by over 80% in two years
“With these and other techniques, we reduced card testing on Stripe by over 80% in the past two years, protecting our customers from billions of fraudulent transactions.”
Collison: Over half of surviving 1957 S&P 500 companies use Stripe
“Of the 500 companies in the S&P 500 at its inception in 1957, only 53 remain in the index today. More than half of that remaining 53 use stripe.”
Collison: Stripe checkout suite unlocked $114M annually for Turo
“Turo, the world's largest car sharing marketplace, used our optimized checkout suite and saw a 4.7% increase in recaptured revenue, equivalent to an additional one hundred fourteen million dollars each year.”
Collison: Stripe Link is used by over 200M people
“Link, the easiest way to pay online, is now used by more than two hundred million people.”
Abrams: Joining Stripe gives Bridge's issuance platform a different customer base
“I mean, there's just a lot of things like our stablecoin issuance platform that we just launched, an amazing opportunity. We could launch that as an independent business, but it is a very different opportunity, a very different set of customers that are intere…”
Collison: Stripe is open to pursuing hardware if a viable idea emerges
“Maybe Stripe should take on a hardware line of business. If we find one That's good enough. Like, we wouldn't be opposed to it. I think we just haven't had a good idea yet.”
Collison: Stripe Atlas is not a major revenue generator for Stripe
“When we built Stripe Atlas for incorporation, there was no amazing projections behind that, that one day this would be a giant business. It's not a giant business for us by any kind of revenue metric, But we think it's very valuable because people start their …”
Collison: Stripe modeled its internal project tracking tool on Shopify's GSD
“No, we took inspiration from GSD, your system, as we built out ours similarly, and having a centralized internal source of truth for projects that are going on is, Surprisingly helpful, and it feels like it shouldn't be, but it is.”
Collison: Stripe PMs built viable Lovable prototypes in three hours without engineers
“I think I mentioned to you that a few weeks ago, my product management team held a hackathon and within just three hours, they had put together real viable prototypes on products that I would want to fund tomorrow. So with no eng, no design.”
Collison: Stripe had paying customers before raising venture capital
“We got our first paying customer way before we raised any money for the business.”
Collison: Stripe runs a weekly all-hands segment dogfooding its dashboard
“We do at our, like, little weekly All Hands Weaver recurring segment of Just Walk the Store, where we, like, click around in the dashboard together, and we're tripping over, like, why is that modal there, and that's a bit confusing or whatever, just so we're, …”