mcarney7

3 ms·

1. 1.▲
   by mcarney7 13y ago

   We didn't write "stripe's metrics today are X." We wrote, "Stripe's metrics 6 months ago, when they were in fundraising and M&A talks were X...during the same period its competitors metrics were Y, Z."
2. 2.▲
   by mcarney7 13y ago

   As I wrote to Patrick above, they've been fundraising and having M&A talks over the last 6+ mo, meaning their numbers are "out there." The figures we reported may be outdated, something that we acknowledged, but I find it
3. 3.▲
   by mcarney7 13y ago

   Hey Patrick, we'd be happy to include any numbers that you share publicly. We gave you that opportunity yesterday, but you declined. You guys have been fundraising and having M&A talks over the last 6+ mo, meaning your numbers are
4. 4.▲
   by mcarney7 13y ago

   Agreed that Braintree had a head start and that's not to be overlooked. Also, landing Twitter would be a big coup, and potentially lucrative depending on what kind of commerce they enable. But I'd dispute the claim that they'
5. 5.▲
   by mcarney7 13y ago

   Sama, you may have missed it in your "quick skim" but Stripe isn't actually growing that fast (~50% / yr). Braintree is growing much faster and even stodgy old paypal isn't too far behind in terms of growth rate. Fo