I'm going to risk calling it. The feeling of deja vu is too strong. Stripe is the next Google.
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But, there is more money on data than money?
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Google was one of 2-3 big players in search at it’s beginnigs. Stripe is one out of hundreds
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There are hundreds of Stripe competitors?
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But Google has a monopoly on search. Stripe will never have a monopoly on payment processing. Adyen is only getting bigger and better.
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*Visa and mastercard laughs*
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Google also processes payments
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What makes Stripe so different and what makes you so confident about them?
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Dave other than lemonade, stripe, square and googl, have you been considering or buying any other companies?
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Yeah but still considering Google a search company is kind of outmoded.
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But is there more money than search, play store, ad sense network, YouTube, android (OS and hardware), Waymo, fiber, cloud, and nest (to name a few of there vast network of revenue sources)?


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If Waymo works well, faster than the competition, I wouldn’t be surprised if it (including obvious spinoffs) would be worth more than Apple all by itself.
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