Comment by hmokiguess 5 hours ago I personally think stuff like this should be made as protocols and done in the open instead 2 comments hmokiguess Reply echelon 44 minutes ago Stripe wants to own you. All of the hyperscalers do.Avoid. toomuchtodo 5 hours ago Stripe's valuation depends on this implementation mechanism, capturing the platform as an economic intermediary versus championing open protocols.https://www.forbes.com/sites/jeffkauflin/2026/03/17/why-an-u...(TLDR Stripe's valuation [$159B] is ~5x Adyen's [which is public, allowing for use as a comp] for somewhat similar payment volumes [$1.9T vs $1.6T, respectively], so Stripe is trying to grow into the valuation current fundamentals do not support)
toomuchtodo 5 hours ago Stripe's valuation depends on this implementation mechanism, capturing the platform as an economic intermediary versus championing open protocols.https://www.forbes.com/sites/jeffkauflin/2026/03/17/why-an-u...(TLDR Stripe's valuation [$159B] is ~5x Adyen's [which is public, allowing for use as a comp] for somewhat similar payment volumes [$1.9T vs $1.6T, respectively], so Stripe is trying to grow into the valuation current fundamentals do not support)
Stripe wants to own you. All of the hyperscalers do.
Avoid.
Stripe's valuation depends on this implementation mechanism, capturing the platform as an economic intermediary versus championing open protocols.
https://www.forbes.com/sites/jeffkauflin/2026/03/17/why-an-u...
(TLDR Stripe's valuation [$159B] is ~5x Adyen's [which is public, allowing for use as a comp] for somewhat similar payment volumes [$1.9T vs $1.6T, respectively], so Stripe is trying to grow into the valuation current fundamentals do not support)