Stripe: The Internet’s Most Undervalued Company
Stripe (STRIP) is a payments company that describes itself using the word “infrastructure.” It doesn’t get more boring than that in tech, and yet, Stripe is fanatically adored.
People love the company’s co-founders, the charming, intellectual Irish brothers Patrick and John Collison. Its mission is audacious: to increase the GDP of the internet. Engineers rave about its simple-to-use product that makes something as complex as payments just work.
And yet... Stripe is underrated.
Because everyone loves Stripe, the company is under analyzed. Ben Thompson hasn’t written a