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Stripe vs. Adyen: Collision Course
August 24, 2022 9 min read

Stripe vs. Adyen: Collision Course

Adyen reported earnings last week and the company showed its usual strong growth with processed volumes up 60 percent year-over-year to €346

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Square’s Margins, Square vs. Shopify
August 10, 2022 8 min read

Square’s Margins, Square vs. Shopify

Square, now called Block, reported Q2 earnings last week. The company delivered solid growth, with net revenues excluding bitcoin and AfterPay of $2.41

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Shopify: A Rake Not Far Enough
August 2, 2022 13 min read

Shopify: A Rake Not Far Enough

Bill Gurley, a venture capitalist, once wrote a post called A Rake Too Far: Optimal Platform Pricing Strategy. “Rake” is the term for what

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