Liberty's Highlights

Going deep on Payments with Mostly Borrowed Ideas (MBI): Adyen, PayPal, Stripe, Square, Amazon, Apple Pay, Google Pay, Visa, Mastercard!

Jul 12, 2022

01:11:20

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Highlights

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Episode notes

Block's Payments Business Is Going Through a Recession

02:15

Is Adian the Only Company in the Payments Space?

03:12

Paywith Prime Isn't a Tough Spot, Right?

02:14

Introduction

2min

How Did You Get Into Payment?

3min

Is Papa Tanking Too Short Term?

6min

Apple Pay or Amazon Pay?

4min

I Don't Think It's Going to Be a Power Lot, Right?

4min

Is the Management Incentive Too High? Is It Too Low?

2min

Is It Possible to Increase Payment Fees to Your Merchants?

2min

Is Adion Going Down Market?

6min

Stripe - Is Stripe Really Vertically Integrated?

5min

10.

Are the Legacy Players Catching Up?

3min

11.

Is Adian the Only Company in the Payments Space?

3min

12.

Is the Nexgen Players Running Away?

2min

13.

Is Papel's Management Using Short Term Incentives?

2min

14.

Is It a Good Idea to Have a Foundrlet Company?

2min

15.

Is It the Board's Responsibility?

3min

16.

What Do You Think About After Pay?

4min

17.

Block's Payments Business Is Going Through a Recession

2min

18.

Shopify and Stripe Are the Best of Friends, Right?

2min

19.

Is Stripe Exclusive With Shopify?

3min

20.

I'm a Little Surprised With the Relationship Between Sharp and Shop

4min

21.

Is Stripe a Big Player in the Payments Industry?

2min

22.

Is Amazon a Billion Installed Bas?

2min

23.

Paywith Prime Isn't a Tough Spot, Right?

2min

24.

Payments

2min

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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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