Stripe

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Jun 10, 2025 by Bill Gurley · said 64 times in 39 episodes since 2025 · across every show →

Mentions by year

brought up most by Patrick O'Shaughnessy (44), Bill Gurley (9), Jay Hoag (2), David Senra (2), William Hockey (1), Ramtin Naimi (1), Neil Mehta (1), Gavin Baker (1)

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2026 44 mentions in 30 episodes 1 per episode
2025 20 mentions in 9 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Stripe, oldest first

Jun 10, 2025 neutral
Assertion Not checkable as stated
Gurley: LPs are actively trading in and out of Stripe privately
“Some of the LPs that I talked to, this is fairly unusual. they've traded in and out of stripe. You know, and the company's somewhat comfortable with it, and that's very new and unique in our world.”
Bill Gurley Jun 10, 2025 ▶ 25:26 The Gift and The Curse of Staying Private with Bill Gurley · Invest Like The Best
Jun 9, 2026 bullish
Disclosure
Sacerdote: Whale Rock bought a $100M secondary block in Stripe in April 2020
“I get a call from him during COVID in April of 2020. We knew a lot about Stripe. We didn't have the full financials, but we knew enough that at that valuation, I think it was thirty five billion, we knew they had, they disclosed we had over half a trillion of …”
Alex Sacerdote Jun 9, 2026 ▶ 18:19 Why the AI Boom Is Just Getting Started · Invest Like The Best
Aug 4, 2026 bullish
Assertion Partly supported
Baker: Top AI-spending companies are growing meaningfully faster
“In the bull case, and you know, you've seen church from Cognition, Ramp, and Stripe, that the companies that are spending the most on AI are growing, growing meaningfully faster.”
Gavin Baker Aug 4, 2026 ▶ 36:18 Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best
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