payments
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jun 22, 2023 by Tara Seshan · across every show →
Everything said about payments, oldest first
Jun 22, 2023 positive
Seshan: Stripe did not expand multi-product until core payments was deeply working
“The engine that powers Stripe is payments. It is payments. It's always gonna be payments. Like, payments is really, really vital, and Stripe should not have, and did not, like, overreach into multi-product before payments was, like, really, really, really work…”
May 8, 2025 neutral
Song: Most early identity verification startups ended up verticalized in fintech
“Cause like a lot of identity prior to this is very verticalized. You'd have all sorts of businesses who are all like, you know, they all have this idea of we're going to build this universal thing, but in reality, it oftentimes just a vertical, like, Hey, we g…”