Klarna

4 statements across 4 episodes · 0 bullish · 2 bearish · 4 people on the record · first statement Mar 24, 2025 by Sean Frank · said 30 times in 17 episodes since 2025 · across every show →

Mentions by year

brought up most by Jordi Hays (8), Peter Tuchman (4), John Coogan (2), Bryce Roberts (2), Zachary Perret (1), Daniel Yanisse (1)

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2026 6 mentions in 4 episodes 2 per episode
2025 24 mentions in 13 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Klarna, oldest first

Mar 24, 2025
Disclosure
Frank: Klarna or Affirm paid Ridge $50,000 for checkout integration
“All of those providers would pay you money to actually add it to the website. So I think it was either Klarna or a firm gave us 50,000 dollars to have it as an option on that.”
Sean Frank Mar 24, 2025 ▶ 15:53 Sean Frank talks about Meta monetizing WhatsApp, Ridge Wallet, and the downfall of Solo Brands.
Apr 10, 2025 bearish
Assertion Supported
Roberts: Klarna quietly pulled its IPO last week
“You saw last week, Klarna quietly pulled their IPO on Friday.”
Bryce Roberts Apr 10, 2025 ▶ 7:00 Why the MARKET Is More FRAGILE Than EVER | Bryce Roberts on TBPN April 7th
Apr 10, 2025 bearish
Insight
Mohnot: High tariffs are especially dangerous for Klarna's BNPL model
“Like the thing is these tariffs are especially, especially bad for Klarna, right? Like, It's consumer discretionary spend that you use BNPL on and consumer discretionary spend in a recession or with high tariffs, like goes, goes to the toilet.”
Sheel Mohnot Apr 10, 2025 ▶ 10:01 GOOGLE'S “Rest and Vest” Strategy Is REAL | Sheel Mohnot on TBPN April 8th
Apr 26, 2025 neutral
Assertion Supported
Yanisse: Klarna dropped Workday and Salesforce for AI agents
“Klarna who's not even using Workday and Salesforce anymore and just like directly agent to the workflow.”
Daniel Yanisse Apr 26, 2025 ▶ 26:25 Fighting AI Fraud and the Future of Verification | Ryan Sandler & Daniel Yanisse on TBPN
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