4 ms·

Payments traditionally has been very fragmented. I think the biggest winners will continue to be Mastercard and Visa as all of these ancillary services will con

Payments traditionally has been very fragmented. I think the biggest winners will continue to be Mastercard and Visa as all of these ancillary services will continue to move payments towards digital both on the consumer and business side. I haven’t used the two products, but is Stripe 50% better than Adyen? Why would I use one versus the other? How easy will it be for Lyft to develop its own payment technology?

ashelmire 7y ago
> is Stripe 50% better than Adyen? I don't think "better" matters in current valuations. Nor does comparison to competitors really matter too much to the valuation - what matters are the revenue streams and potential for future earnings. So the number of current clients, and prospective clients, seems more relevant. > How easy will it be for Lyft to develop its own payment technology? Depends what you mean here. Any of these large companies are going to have their own merchant accounts (or should) processing payments for them. Stripe needs to either 1) take out the bottom of the market, which is what I thought they are competitors were doing and/or 2) come in cheaper and/or more convenient than maintaining your own payment services and such, which I think they do in some cases.