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Many in the mainstream media think Pay is the biggest threat to PayPal's business. What they don't see is the exponentially growing startup lying in the weeds.
  • While watching YC's How To Start A Startup Stanford course, I came across this quote from PG in his Startup = Growth essay: "It's a good thing eBay bought PayPal, for example, because PayPal is now responsible for 43% of their sales and probably more of their growth"
  • eBay is holding PayPal back from growth
  • Pay is a competitor, but Stripe is growing quickly and is increasingly becoming a huge competitor
  • Stripe is following the advice from PG and growing at an exponential rate
  • My long bet is on Stripe to become the biggest payments company

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