Stripe

8 statements across 4 episodes · 7 bullish · 0 bearish · 5 people on the record · first statement May 30, 2025 by Siddhartha Ahluwalia · said 54 times in 18 episodes since 2020 · across every show →

Mentions by year

brought up most by Siddhartha Ahluwalia (24), Saurya Prakash Sinha (12), Ashu Garg (3), Umesh Padval (2), Shikhil Sharma (2), Mehul Nariyawala (2), Dheeraj Pandey (2), Anish Achuthan (2)

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2026 9 mentions in 6 episodes 2 per episode
2025 35 mentions in 5 episodes 7 per episode
2024 2 mentions in 1 episode
2023 1 mention in 1 episode
2022 4 mentions in 2 episodes 2 per episode
2021 1 mention in 1 episode
2020 2 mentions in 2 episodes 1 per episode

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Everything said about Stripe, oldest first

May 30, 2025 positive
Assertion Supported
Recko is Stripe's largest and only acquisition in India
“It's the largest acquisition and the only acquisition for Stripe in India till now.”
Siddhartha Ahluwalia May 30, 2025 ▶ 4:44 Why Stripe Paid $150M For A Young Indian Startup | Saurya Prakash Sinha, Recko
May 30, 2025 positive
Insight
Customer feedback is the most decisive factor in acquisition diligence
“In all the conversation I feel, you know, customer voice is the loudest voice in the room. So so I think, I mean, that was something which resonated a lot with Stripe.”
Saurya Prakash Sinha May 30, 2025 ▶ 23:02 Why Stripe Paid $150M For A Young Indian Startup | Saurya Prakash Sinha, Recko
May 30, 2025 positive
Assertion Not checkable as stated
Stripe agreed to lead Recko's Series B before acquiring it
“Then after a couple of conversations, right, so we went ahead with the with our CDSB round where Stripe was leading it. But during that time, we started engaging more with the Stripe team. And I think after close about say a month of deliberation, right. So th…”
Saurya Prakash Sinha May 30, 2025 ▶ 3:44 Why Stripe Paid $150M For A Young Indian Startup | Saurya Prakash Sinha, Recko
May 30, 2025 positive
Assertion Not publicly verifiable
Stripe acquired Indian startup Recko for $150M within 3.5 years
“You know, you built Reco into one of the leading financial reconciliation platforms from India, used by finance team at Deliveroo, Myntra, Misho, To track the revenue and within three and a half years, I think this would be one of the first companies from Indi…”
Siddhartha Ahluwalia May 30, 2025 ▶ 1:23 Why Stripe Paid $150M For A Young Indian Startup | Saurya Prakash Sinha, Recko
May 30, 2025 positive
Opinion
Stripe's acquisition was driven primarily by Recko's product architecture
“Somehow I felt, I mean, the thing which resonated most with the Stripe team was around how the product was built. And I think the thoughts which were around, say product building and were a lot more mature.”
Saurya Prakash Sinha May 30, 2025 ▶ 21:49 Why Stripe Paid $150M For A Young Indian Startup | Saurya Prakash Sinha, Recko
Sep 19, 2025 neutral
Assertion Supported
Garg: Stripe's fraud analytics are designed solely to detect human fraud
“If you look at current payment systems, if you look at Stripe, and all of Stripe's fraud analytics and fraud systems, they're designed to test for a human being, and is there human fraud happening?”
Ashu Garg Sep 19, 2025 ▶ 9:59 GPT-5 is NOT Your Competitor It's GPT-7 |Ashu Garg, Foundation Capital | Databricks,Turing, Cohesity
Feb 13, 2026 bullish
Prediction Open · timeframe Feb 2027
Padval predicts Databricks and Stripe will IPO in 9 to 12 months
“And so they will go public in the next nine to 12 months, I think.”
Umesh Padval Feb 13, 2026 ▶ 22:58 Is AI changing EVEN the Top Roles in startups?
May 15, 2026 positive
Assertion Not checkable as stated
Bhatawdekar: Notion, Stripe, and Zapier run automated evals on every system modification
“All of these companies are building agents, intelligent systems that are performing specialized tasks for whatever use cases they have, and so all of them build evals that reflect how their systems are expected to behave in production. They're all following si…”
Ameya Bhatawdekar May 15, 2026 ▶ 8:07 The “Messy State” of AI & How to Fix It | Ameya, Braintrust CTO
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