I think Stripe reacted to Shopify looking elsewhere, the treasury product looks underdone at this point.
I think Stripe has the same issue a lot of super successful companies have, their clients eventually grow too big to ignore the opportunity to capture important revenue opps, and a software company like Shopify will have a strong belief and understanding that they can do it.
Wow this post makes me think short eu banks and go long stripe shopify and twillo 😉😎😂
I think Stripe reacted to Shopify looking elsewhere, the treasury product looks underdone at this point.
I think Stripe has the same issue a lot of super successful companies have, their clients eventually grow too big to ignore the opportunity to capture important revenue opps, and a software company like Shopify will have a strong belief and understanding that they can do it.