Episode Details
| Title | How Sequoia Capital’s Roelof Botha is forging the future |
|---|---|
| Date | 9/20/2024 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $STRIPE - Sequoia's Roelof Botha expresses strong admiration for Stripe, highlighting its rapid growth and efficiency in payment processing compared to industry giants like PayPal.
- “And mostly because we just love Stripe. It's a phenomenal business. We've known them since the beginning. They processed I think it took PayPal 23 years to get to a $1,000,000,000,000 in payment volume, and it took Stripe 15 years to nice milestones.” - Roelof (53:00)
- 🟢 $AI - 🔒
- 🟢 $SPACE - 🔒
- 🟢 $SEQUOIA - 🔒
- 🟢 $DATACENTERS - 🔒