PayPal
6 statements across 3 episodes · 2 bullish · 2 bearish · 3 people on the record · first statement Sep 19, 2025 by Keith Rabois · said 28 times in 14 episodes since 2024 · across every show →
Mentions by year
brought up most by Keith Rabois (8), Max Levchin (5), Kaz Nejatian (3), Molly O'Shea (2), Elad Gil (2), Tomasz Tunguz (1), Sebastian Siemiatkowski (1), Rodrigo Liang (1)
tap a year for its mentions
2026 12 mentions in 4 episodes 3 per episode
- Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points” · Sourcery with Molly O'Shea
- "Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch · Sourcery with Molly O'Shea
- Inside Opendoor: The $2.8B Bet with CEO Kaz Nejatian · Sourcery with Molly O'Shea
- Inference 101: SambaNova CEO Rodrigo Liang · Sourcery with Molly O'Shea
- every mention in 2026, scene by scene →
2025 15 mentions in 9 episodes 2 per episode
- Keith Rabois: Lessons from PayPal Mafia, $OPEN, & Investing · Sourcery with Molly O'Shea
- Keith Rabois on Opendoor ($OPEN) Activist Turnaround · Sourcery with Molly O'Shea
- Jeffrey Katzenberg's $2.8 Billion Fund · Sourcery with Molly O'Shea
- Incubating Brain Co: Elad Gil’s AI Bet with Jared Kushner’s Affinity Partners · Sourcery with Molly O'Shea
- Elad Gil of Gil Capital, Gil & Co. & Enigma Global · Sourcery with Molly O'Shea
- Inside Klarna's IPO CEO Sebastian Siemiatkowski · Sourcery with Molly O'Shea
- Carta CEO Henry Ward on Raising $1B, Path to ~$500M ARR, & the Move into PE · Sourcery with Molly O'Shea
- How Whop Is Making $1.2+ Billion For Creators · Sourcery with Molly O'Shea
- 1 more episode that year, every mention in 2025 →
Everything said about PayPal, oldest first
Sep 19, 2025 positive
Sep 19, 2025 negative
Bain and eBay management concluded Google posed no threat to commerce
“I remember sitting in a management meeting at eBay after we got acquired and right after we got acquired and they hired some consulting firms, Bain actually, to analyze the threat posed by Google to commerce. And their conclusion as a management team and with …”
Sep 19, 2025
Rabois: The most successful people aim to be unique, not the best
“You don't want to be the best in the world at what you do. You want to be the only one who does what you do. And so I think that's mostly people who are successful. They figure out how to frame themselves. So they're not just the best. They're the only.”
Feb 24, 2026 bearish
Nejatian says PayPal is struggling today because it prioritized short-term metrics
“And the result of that, by the way, very objectively is PayPal. Like over and over again, that company made all the wrong decisions because they cared more about today than 10 years from now. And guess what? It is now 10 years from now, and the company's in de…”
Apr 13, 2026 positive
Peter Thiel's 'Zero to One' Rings True to PayPal's Experience
“Unlike many bad business books, his is very good because he's built multiple companies, but when he wrote that, he was primarily drawing on the experience of building PayPal, which I think was formative for both of us, and what he wrote rings true to those of …”