financial crisis

4 statements across 4 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement May 7, 2018 by Patrick and John Collison · across every show →

Everything said about financial crisis, oldest first

May 7, 2018 bearish
Assertion Not checkable as stated
Collison: Post-2008 tech pessimism drove the investor bear case on Stripe
“You know, we were sort of starting Stripe in the wake of the financial crisis, and it's kind of hard to, ah, remember this, or kind of, ah, internalize it now, but people were actually fairly pessimistic about technology in some ways back then, and that was in…”
Patrick and John Collison May 7, 2018 ▶ 20:11 Stripe: Patrick and John Collison
Aug 5, 2019
What-if
Lütke: Shopify could not have succeeded if launched two years later
“This is not a kind of company that could have been started even two years later, right? It needed to be started right then, and it needed to be ready and good by the time the opportunity around the financial crisis came around.”
Tobias Lütke Aug 5, 2019 ▶ 58:14 Shopify: Tobias Lütke
Aug 29, 2020 positive
Assertion Supported
Shah: Online furniture grew during 2008 despite a 30% industry crash
“In the Great Depression, it shrunk 35% from the top to the bottom. In the financial crisis, it actually shrunk, the furniture industry shrunk by 30%, three-zero, and so it was really devastating. What was interesting, though, is online, except for an immediate…”
Niraj Shah Aug 29, 2020 ▶ 10:22 How I Built Resilience: Niraj Shah and Steve Conine of Wayfair
Jun 8, 2026
What-if
Lütke believes Shopify would have failed if founded two years later
“Like, this is not a kind of company that could have been started even two years later, right? It needed to be started right then, and it needed to be ready and good by the time the opportunity around the financial crisis came around.”
Tobias Lütke Jun 8, 2026 ▶ 56:29 Shopify: Tobias Lütke. How a snowboarder built a $150 billion business (2019)
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