Going deep on Payments with Mostly Borrowed Ideas (MBI): Adyen, PayPal, Stripe, Square, Amazon, Apple Pay, Google Pay, Visa, Mastercard!

🎧 Listen on SpotifyIf you prefer to listen on Spotify, here’s the feed:* Liberty’s Highlights podcast feed on Spotify🎧 Listen on Apple PodcastsHere’s the podcast feed on Apple Podcasts:* Liberty’s Highlights podcast on Apple📺 Watch on YouTube📃 Full transcript* Full transcript of this podcast with MBI about paymentsI really enjoyed this conversation about the payments space and I hope you will too! $PYPL $SQ $AAPL $GOOG $AMZN If you want to dig deeper, here are a bunch of useful links:🔥 MBI’s payments deep dives:* Shopify (there’s a big payment component)* Square (aka Block)* Adyen* PayPal🔥 David Kim’s payments deep dives at Scuttleblurb:* Visa/Mastercard (part 1 of 3)* Payments series (covering: FISV, GPN, FIS, SQ, Stripe, Adyen, part 1 of 4)* Some thoughts on Fiserv / First Data (FISV)* Square & PayPal (part 1 of 2)* Square and PayPal: Comparing Business Models and StrategiesAlso make sure to check out the two interviews I did with David (he’s great):* Interview #1 with David Kim a.k.a. Scuttleblurb* Interview #2 with David Kim a.k.a. Scuttleblurb (2022 Edition)🎧 Jimmy Soni podcast interview on his PayPal book:* Podcast #6: Jimmy Soni on the PayPal Mafia (Musk, Thiel, Levchin, etc), startups, tech, the research process, and much more🎧 Previous podcast with MBI on Constellation Software:* Going deep on Constellation Software with Mostly Borrowed Ideas (MBI)🙌 A Word From Our Sponsor: YOU! 🫵If you enjoy the podcasts and the newsletter and aren’t already a supporter, please consider joining. It’s quick and inexpensive, and makes a big difference in making it possible for me to do this full-time and send you more goodies:Liberty’s Highlights is reader-supported. To support my work, consider becoming a paid supporter. 🎩 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe