Stripe
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Stripe Acquires Bridge, Stablecoins, Platform of Platforms
Stripe acquired Bridge, a company that builds infrastructure around stablecoins. Is this how crypto becomes a new payment rail?
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An Interview with Lisa Ellis about Payments
An interview with Lisa Ellis about payments, including Paypal, Adyen, and Stripe, and the coming battle between online and offline providers over omnichannel.
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Adyen Earnings, Adyen’s European Context, Adyen vs. Stripe
Adyen, the Stripe of Europe, had its roughest earnings as a public company; the biggest takeaway is how different their business actually is
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Thin Platforms
The Microsoft and Stripe developer keynotes were both examples of the rise of Thin Platforms
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Stripe Tax, Stripe Identity, Stripe’s Missed Opportunity
Stripe launched two new products: one makes perfect sense, while the other feels like a bit of a missed opportunity.
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Basecamp’s New Policy, Basecamp Versus Silicon Valley, Stripe Changes Vesting Schedule
Basecamp is banning politics at work, which is very much in-line with Basecamp’s bigger critique of Silicon Valley. Then, Stripe stops acting like a startup.
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Substack and the Media, The Substack Opportunity, Substack’s Business Challenges
Substack is a threat to the media, but its business prospects are threatened by the same forces threatening all of media.
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Stripe: Platform of Platforms
Stripe’s announcement of Treasury — banking-as-a-service — manifests the breadth of the company’s ambition.