Stripe is a different situation than Dropbox. Besides being predominantly online, Stripe is also directly involved in online transactions, including ecommerce.

Stripe is a different situation than Dropbox. Besides being predominantly online, Stripe is also directly involved in online transactions, including ecommerce. Shopify, which is 100% ecommerce, just reported record numbers. With quite a bit of retail shutdown as well as many people not wanting to leave their home, lots of money is shifting online, and these ecommerce enablement companies are going to benefit a lot.