Stripe

“A lot of the transaction costs that are part of the Cost of these companies like Stripe providing their services, particularly cross border and internationally are like, you know, very real parts of the crypto stack are starting to actually attack at.”

“Stripe, definitely no time soon.”

“What they got right was basic auth. Huge business. It's like hilarious because like this goes back to the whole thing. It's like this. I think sometimes big companies get this really wrong and like open AI actually to your point about Stripe kind of gets it be…”

“No, Sequoia, like, I don't know what this says about the ecosystem, that there's that few interesting things to invest in, that Sequoia is going back to 2009 to buy Stripe shares. Like, that's pretty wild.”

“What our reporter Michael Rodden reported for the first time is that Wells Fargo has stopped working with Stripes in this capacity to help process payments.”

“Goldman Sachs looked at whether it could step in, but decided to not enter this part of the payments business because of the risk and compliance amid all this heightened regulatory scrutiny.”

“I will say I'm 40% 2026, but like 90% 2027. So I think there is a re reasonable chance next year, and like, I just think they're not gonna go a Stripe, a SpaceX, and all that kind of stuff. Like, they're just not. The body language is totally different.”

“I would go super under on Stripe going out. Those guys are too smart. They have a totally different plan. They have no interest in the public market. And there's no point to them in going public. There's plenty of liquidity in their currency.”

“It's like, this is the one chance for Stripe to sneak through becoming effectively a U.S. Monopoly on payments.”

“The big delta from today versus even a few years ago is it's shockingly easy to validate IDs, right? The APIs are now really robust for it. There's Persona, there's Stripe.”

“Like agents are not spending money in any meaningful way on the internet yet. Other than for tokens to be clear, but for things other than tokens, we like agentic commerce does not exist yet. And so there is a something coming when that, Whatever that takes fo…”

“Free cash flow surging to 3.2 billion.”

“If they had gone public like a normal company a bajillion years ago, they could have been a truly important general generational company because they could have used the currency to buy everyone.”

“The Information has a big Stripe financial scoop that is worth discussing because. We have not discussed Stripe in a while and it is trying to buy PayPal.”

“So what they're doing for this PayPal takeover offer, which, you know, is, is just that, like, no sign that any deal is done, and I'm sure other bidders will emerge and whatever, but they're teaming up with Advent, which is a private equity firm,”

“They declared that in January.”

“Well, the story I heard is that once the Stripe thing got, like people started talking about the deal, open router volume tripled because basically like no one had heard of it, but like literally just talking about the deal was the greatest marketing they ever…”

“They profited 1.5 for the company. Six of the seven and a half went to investors. One and a half was to the company.”

“Like agentic commerce is going to be a really huge deal the next few years. So I would expect them to like make more moves in the agentic direction, especially in infrastructure.”