Stripe

includes Stripe Atlas, Stripe App Store

12 statements across 10 episodes · 6 bullish · 2 bearish · 10 people on the record · first statement Nov 21, 2024 by David Anderson · said 89 times in 36 episodes since 2022 · across every show →

Mentions by year, the whole family

brought up most by Pablo Srugo (15), Zach Abrams (10), Cos "Kaz" Nicolaescu (10), Matt Espinoza (5), Darryl Hicks (5), Immad Akhund (3), François de Kerret (3), Chris Ellis (3)

tap a year for its mentions
002510502020222023202420252026episodesmentions
0102020222023202420252026episodes it came up in
002.51052020222023202420252026episodesmentions per episode
2026 24 mentions in 7 episodes 3 per episode
2025 44 mentions in 17 episodes 3 per episode
2024 16 mentions in 11 episodes 1 per episode
2022 5 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Stripe, oldest first

Nov 21, 2024 positive
Assertion Supported
Anderson: Tandym charged merchants a 1% transaction fee versus 3%+ on Stripe
“Our headline rate at the end was one percent transaction fee, which you compare that to a Visa MasterCard product that merchants pay, you know, three plus if you're on Stripe. Maybe you're on world pay or somebody like that and get a better rate, but our cost …”
David Anderson Nov 21, 2024 ▶ 15:35 He raised $16M, hit $1M ARR—& failed. Here are the top 3 lessons he learned. | David Anderson, Fo... · PMF Show
Nov 28, 2024 positive
Assertion Not checkable as stated
Zeffy hit profitability eight months post-seed by negotiating Stripe volume discounts
“First thing in our plan, when we raised the seed, the idea was to become profitable after eight months, but actually we didn't think we would make it. And we made it because of the margin that increased radically when we had volume and we didn't know we would …”
François de Kerret Nov 28, 2024 ▶ 18:57 After I passed, this startup grew 30x in 3 years to $10M+ ARR. Here's how he did it—& what I miss... · PMF Show
Dec 9, 2024 negative
Opinion
Bridge had only 10% of Wyre's infrastructure before the Stripe acquisition
“Bridge is the same company as Wire, but has 10% of the infrastructure that we had.”
Yanni Giannaros Dec 9, 2024 ▶ 50:58 He grew to $90M ARR, was about to exit for $1.5B—and then, it all fell apart. | Yanni Giannaros, ... · PMF Show
Jan 6, 2025 neutral
Assertion Partly supported
Founders of PayPal, Stripe, and Instagram backed Gusto's $6M seed round
“It was 20 founders, CEOs that You know, did that seed round. It was the founders of PayPal and Instagram and Mint and Eventbrite and Stripe and Nest and a whole bunch of really incredible businesses Box and Dropbox.”
Josh Reeves Jan 6, 2025 ▶ 29:10 How Gusto’s $10B founder raised $6M, built a team of 5—& hit $5M ARR in just 2 years. | Josh Reev... · PMF Show
Jan 13, 2025 positive
Assertion Not checkable as stated
The Stripe acquisition announcement actively accelerated Bridge's developer growth
“It's meaningfully accelerated the rate at which we've been, like, Acquiring developers and they've been launching and scaling and so on, which has been super exciting to see.”
Zach Abrams Jan 13, 2025 ▶ 46:17 He sold his startup to Stripe for $1.1B—in just 2.5 years. | Zach Abrams, Co-Founder of Bridge · PMF Show
Jan 13, 2025 negative
Opinion
Circle’s stablecoin APIs were 'really bad' in 2022
“There was like circle at the time kind of had some APIs, but they were really bad. And we realized there was no clean way for a developer Like a strike effectively a strike style API for a developer to come in and take a dollar and convert it into a stable.”
Zach Abrams Jan 13, 2025 ▶ 18:44 He sold his startup to Stripe for $1.1B—in just 2.5 years. | Zach Abrams, Co-Founder of Bridge · PMF Show
Jan 13, 2025 bullish
Assertion Not checkable as stated
Bridge grew 20% to 50% month-over-month leading up to its acquisition
“I mean, we were probably pretty consistently growing somewhere between 20 and 50% a month.”
Zach Abrams Jan 13, 2025 ▶ 40:09 He sold his startup to Stripe for $1.1B—in just 2.5 years. | Zach Abrams, Co-Founder of Bridge · PMF Show
Jul 21, 2025 positive
Insight
Akhund: Slack, Stripe, and Gusto succeeded by applying consumer UX to enterprise
“There was a lot of ideas came out, which were just like taking consumer grade product and design and applying it to just like the Slack kind of thing. The Slack, Stripe, Gusto, et cetera.”
Immad Akhund Jul 21, 2025 ▶ 9:59 How Mercury Hit $500M ARR—then raised $300M from Sequoia at $3.5B. | Immad Akhund, CEO & Founder ... · PMF Show
Sep 4, 2025
Disclosure
Noronha: Gamma launched without Stripe integration, expecting no buyers
“We were so focused on core product and making it good that there had been no time to like build a Stripe integration because we didn't know anybody would want to buy it.”
Jon Noronha Sep 4, 2025 ▶ 50:36 Paul Graham Said His Startup Was Worthless—2 Months Later He Hit $1M ARR. | Jon Noronha, Co-Found... · PMF Show
Mar 19, 2026
Assertion Supported
Haroun: Acquired legal services provider served OpenAI, Stripe, and Citibank
“It's a legal services company. They have legal professionals who are acting as an extension of the in-house teams of OpenAI, Stripe, Citibank.”
Omar Haroun Mar 19, 2026 ▶ 39:24 How he grew his AI startup from $2M to $20M ARR in 12 months. | Omar Haroun, Co-Founder of Eudia · PMF Show
Jun 1, 2026 positive
Assertion Not checkable as stated
Hughes: In-person visits converted all month-to-month customers into annual contracts
“Although the ACVs didn't necessarily justify it at the start, what it enabled us to do is everyone was signed up on a month-to-month stride blink, and we were able to convert all those people to annual contracts or multi-year contracts, which is obviously very…”
Mark Hughes Jun 1, 2026 ▶ 36:49 He hit $1M ARR by sending 500,000 cold emails—then raised a $25M Series A in 6 days. | Mark Hughe... · PMF Show
Jun 29, 2026
Insight
Goel: Every hypergrowth company is chaotic on the inside
“It doesn't matter how successful they are on the outside. Pretty much every company is chaos on the inside when they're growing. Lots of chaos all the time. I saw this at Stripe. I see it at Render. You ask any hyper growth company right now, there's tons of c…”
Anurag Goel Jun 29, 2026 ▶ 15:52 He quit Stripe and hit $10M ARR in 4 years—with $0 marketing spend. | Anurag Goel, Founder of Render · PMF Show
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