Stripe is ideally placed for being an economic platform. They understand developers better than most of their peers. They know how to write and document APIs. T

Stripe is ideally placed for being an economic platform. They understand developers better than most of their peers. They know how to write and document APIs. They have traction - arguably the most important part of being a platform. Of course current customers of Stripe like Shopify are already big enough that they could take a stab at empire building themselves. But probably they have no material incentive now as their core business is growing so fast and I am sure Stripe has given them great terms.