Stripe - Is Stripe Really Vertically Integrated?

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📃 Full transcript

* Full transcript of this podcast with MBI about payments

I really enjoyed this conversation about the payments space and I hope you will too!

$PYPL $SQ $AAPL $GOOG $AMZN

If you want to dig deeper, here are a bunch of useful links:

🔥 MBI’s payments deep dives:

* Shopify (there’s a big payment component)

* Square (aka Block)

* Adyen

* PayPal

🔥 David Kim’s payments deep dives at Scuttleblurb:

* Visa/Mastercard (part 1 of 3)

* Payments series (covering: FISV, GPN, FIS, SQ, Stripe, Adyen, part 1 of 4)

* Some thoughts on Fiserv / First Data (FISV)

* Square & PayPal (part 1 of 2)

* Square and PayPal: Comparing Business Models and Strategies

Also make sure to check out the two interviews I did with David (he’s great):

* Interview #1 with David Kim a.k.a. Scuttleblurb

* Interview #2 with David Kim a.k.a. Scuttleblurb (2022 Edition)

🎧 Jimmy Soni podcast interview on his PayPal book:

* Podcast #6: Jimmy Soni on the PayPal Mafia (Musk, Thiel, Levchin, etc), startups, tech, the research process, and much more

🎧 Previous podcast with MBI on Constellation Software:

* Going deep on Constellation Software with Mostly Borrowed Ideas (MBI)

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