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Adyen

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Jul 10, 2025 by Art Levy · said 5 times in 4 episodes since 2025 · across every show →

Mentions by year

brought up most by Pedro Franceschi (2), Sebastian Siemiatkowski (1), Elad Gil (1), Art Levy (1)

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2026 2 mentions in 1 episode
2025 3 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Adyen, oldest first

Jul 10, 2025 positive
Assertion Supported
Brex is the only next-gen card company owning its financial infrastructure
“The way that we differentiate against our competitors is the fact that we're the only next gen Category-defining company that owns our own financial infrastructure. Vertically integrated, so to speak. And what that means is getting super technical is that we d…”
Art Levy Jul 10, 2025 ▶ 1:15:59 Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
Sep 12, 2025 neutral
Disclosure
Siemiatkowski: Stripe and Adyen "were beating the crap out of us"
“We were at that point in time competing with Stripe and Addion. And they were beating the crap out of us. So we're like, we're not going to do that. They're too good. Let's do something else.”
Sebastian Siemiatkowski Sep 12, 2025 ▶ 7:05 Inside Klarna's IPO CEO Sebastian Siemiatkowski · Sourcery with Molly O'Shea
Jan 30, 2026 bullish
Assertion Not publicly verifiable
Capital One acquired Brex at a 13.4x forward gross profit multiple
“And Adyen trades at just below 14 times gross profit. This deal is at 13.4. So, so when you just compare to where all the multiples exist in the range of outcomes of being a public company, this is the very, very top of the range.”
Pedro Franceschi Jan 30, 2026 ▶ 17:19 How Brex signed a $5.15B Deal in ~40 Days · Sourcery with Molly O'Shea
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