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Stripe valuation soars to $95B after latest fundraising

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Re: Stripe valuation soars to $95B after latest fundraising

#102
post #3

What is Stripe's moat? It's developer friendly but from my experience management will only care about the cost.

Time to market, maintainability, and ease of regulatory compliance.

The developer-friendly bit is just a marketing/sales tactic (make the developers swoon to force the hand of co's to implement it).

Re: Stripe valuation soars to $95B after latest fundraising

#103
post #80
post #67

Earlier quoted context omitted.

The dart idea might give us better distribution? Throw a dart and solve problems/invest in solutions for where it sticks. Mostly be fixing ocean problems but I'm OK with that.

Wouldn’t this just mean that countries with larger land mass get more investment rather than countries with more people?

The Irish are some of the best dart players in the world, so I think Stripe would end up in Dublin either way.

Re: Stripe valuation soars to $95B after latest fundraising

#104
post #77

Throw out any number for Stripe's valuation and I probably believe it at this point. 95B honestly seems relatively cheap. Trying to figure out why this was announced on a Sunday (in the US) though.

Agree, for me it would be a buy at $200B

For some context, this is roughly

- One tenth of Apple,

- One seventh of Google,

- (Joke entry: 2/7 Teslas),

- More than half a Walmart,

- Just under one Netflix,

- A SalesForce,

- A Pfizer,

- Nearly 2 IBMs (Makes sense to me),

- 2.7 GMs.

Strong statements, though I'll never put money against this sort of thing.

Re: Stripe valuation soars to $95B after latest fundraising

#105
post #47

This certainly makes Stripe the most valuable private startup in the world. Where does Stripe rank among the world's most valuable private companies, though? It's easy to find lists of dubious quality like this: https://news.yahoo.com/10-most-valuable-private-companies-21... , but I'm sure there are more lurking. What are they?

> This certainly makes Stripe the most valuable private startup in the world. Stripe has not been a startup for a while, they've been in public operations for about 10 years now and probably power a large portion of online purchases.

Why does any of what you said disqualify them as a startup?

Re: Stripe valuation soars to $95B after latest fundraising

#107
post #68

Earlier quoted context omitted.

Most of the loop holes have been closed in Ireland over the past few years. I'd look at the Netherlands, Malta or Luxembourg these days if you're looking for shady booking accounting practices. It helps that the Collisons' are from Ireland, but there's also a highly educated workforce, native English speakers, a pro-business government, world class backbone internet connectivity, favourable timezone, plenty of renewa…

What about Gibraltar?

Ehmm, Ireland is not part of the UK.

Re: Stripe valuation soars to $95B after latest fundraising

#108
post #45

Earlier quoted context omitted.

Coinbase is still private and is valued at $100 B.

Would they have that valuation if they were non-custodial?

Probably be worth more. Being custodial is a liability and Coinbase doesn't charge anything for it.

Re: Stripe valuation soars to $95B after latest fundraising

#109
post #77

Earlier quoted context omitted.

Agree, for me it would be a buy at $200B

For some context, this is roughly - One tenth of Apple, - One seventh of Google, - (Joke entry: 2/7 Teslas), - More than half a Walmart, - Just under one Netflix, - A SalesForce, - A Pfizer, - Nearly 2 IBMs (Makes sense to me), - 2.7 GMs. Strong statements, though I'll never put money against this sort of thing.

but only 1/4th of VISA, who I think they'll overtake in the next decade or so.

Re: Stripe valuation soars to $95B after latest fundraising

#110
post #45

Earlier quoted context omitted.

Coinbase is still private and is valued at $100 B.

Would they have that valuation if they were non-custodial?

I don't necessarily know if this is relevant. Coinbase's custody business is a relatively small (but growing) branch mostly for institutions. Its consumer product is not driven by the fact that it is custodial, but by its function as a gateway between the crypto and fiat world. Where you ultimately put the crypto you acquire through them is entirely up to you, and in fact Coinbase does provide a non-custodial wallet product called Coinbase Wallet.
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