Stripe

“Yeah, the top story, we gotta talk about Stripe acquiring Bridge for over one billion dollars.”

“It was like fifteen million dollar run rate.”

“And the funny thing is this will inspire an entire massive wave of new crypto infrastructure investing.”

“There's this broad narrative that agents are just going to use digital assets because there's, they're permissionless, and you can just, like, they're instant. They're less regulated and that, that probably will happen, but there's going to be competition from…”

“There was more money flowing into secondaries. For Figma, Rippling, Canva, Revolut, CoreWeave, Databricks, and Stripe, then all of the tech IPOs in twenty-twenty-three to twenty-twenty-four.”

“That's an example of like when you're Stripe and you have a fifty billion dollar market cap, yes, invest in your internship program. When you're Crossman and you're trying to be the next Stripe don't try to attract interns that are there for the perks, right?”

“Interns are not about getting output from the actual work that they do over the summer. It's about mentorship, evaluation, figuring out who the next generation of leaders will be at your firm, so. Highly recommend over-investing in your intern programs.”

“Strong like infrastructure Platforms like Bridge, and especially the amount of investment that I imagine Stripe will put behind Bridge going forward, like merchant adoption will go up. Coinbase, you know, recently, you know, last week ran that ad, you know, sh…”

“Acquisition of the year for me had to be bridge.”

“I mean, I think he's a billionaire just from Stripe.”

“And I think it's like some point in five years, a lot of finance is going to run on Solana on ETH maybe on sweet or, you know, like a lot of, I think it's inevitable that, that more and more. Finance will move over to crypto stable coins and having Stripe behi…”

“I think after the bridge acquisition, we genuinely got like. Probably, like, 50 stable coin pitches. Like, it was legitimately, like, insane.”

“Stripe had built RAM. Stripe had a corporate card. And it didn't work. Like, they ended up investing in RAM and deprecating that card.”

“And the asset class has grown so much that if you're an amazing company, Compounding your intrinsic value at 25, 30% a year at scale, you can raise practically unlimited capital.”

“I think it'll see it in stages, so like the fintechs, the sophisticated fintechs like Stripe and, you know, Robinhood and Revolut and things will be first and then over time you'll see, I think eventually you'll see just like a button on your Chase bank that's…”

“It's very unlikely. They've done such a great job executing. I sold Braintree in 2013, so they've been building 12 years since. They've done such a good job making that airtight.”

“They have a new fund that has Databricks, Mercore, Revolut, Airwallex, Boom, Supersonic, Ramp, Aura, and Stripe, which is signed and pending, closed.”

“You look at the Stripe or the Databricks case, they're using those large funds to convince the companies to stay private longer, maybe forever that's just a very different world than the one that I grew up in. I think they turn around and the people that do t…”

“Fast checkout provider to be running on Stripe, Bolt was famously not, they had built their own payment rails.”

“Strype and Bill Gates are putting five hundred million dollars into funding a new organization called Intercept.”

“Today's micro startups are becoming multi-million dollar firms faster and more frequently than any generation of firms that Stripe has measured.”

“The basic structure of the deal is as follows. Fifty three billion for all of PayPal. 60 dollars and 50 cents per share offered. 28% premium over yesterday's closing price. But it's a steep discount to last year's valuation. Fifty billion has been committed in…”

“Stripe is partnering with private equity firm Advent International for the deal. They have a lot of deal-making experience in fintech specifically. And I think they're going to go fifty-fifty on the equity portion, but then there's a whole bunch of bank financ…”

“If you could make PayPal even run half as well as Stripe, that's probably worth double what it's currently worth.”

“An analysis by the payments company Stripe, Tyler, look up Stripe, shows there are thousands of solo operators on the company's platform that are generating over one million in revenue, with their ranks doubling between 20 23 and 20 25.”