Stripe
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jan 18, 2026 by Tobi Lütke · said 4 times in 3 episodes since 2026 · across every show →
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brought up most by Tony Xu (1), Tobi Lütke (1), Micky Malka (1), David Senra (1)
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Everything said about Stripe, oldest first
Jan 18, 2026 negative
Lütke: Stripe's effort to stay private is not a valuable use of time
“Friends of mine, like, you know, Stripe are running this experiment. Like they've managed what they put off in terms of figuring out how to stay private for such a long time is actually remarkable. I just think they spend a lot of time figuring out how to
Sta…”
Aug 2, 2026 bullish
Malka: Founder-led fintechs like Stripe and Nubank will win AI race
“I think it comes from them. Because first, they're still founder-led, or Revolut, also. They're still founder-led. Those founders are pushing the boundaries of all of this. They are at an age, and they are at a place, and if you talk to them, they're still as …”