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What the podcasts are saying about
PYPL
In-depth coverage
14
Mentions · 7d
21
Mentions · 30d
21
Mentions · 90d
17
Episodes
Latest attributed ideas · most recent first
18 JULTHE ACQUIRERS PODCAST · 09:05
PayPal is a misunderstood, high-cash-generating asset
“The bull case presented for PayPal is that the market is mispricing the stock at roughly 10 times free cash flow due to an overly pessimistic narrative that ignores its strong cash generation and early lead in stablecoins.”
In depth · 4/5Verify in source →
18 JULTHE POMP PODCAST · 07:15
Ethereum outperforming Bitcoin on agentic AI convergence
“The bull case for Ethereum is driven by its role as the foundational energy layer for tokenization, prediction markets, and AI agents.”
In depth · 4/5Verify in source →
18 JULPLANET MICROCAP PODCAST · 08:30
Traditional tech serves as crypto's picks and shovels
“The guest argued that cloud providers, fintech payment networks, and semiconductor companies are the primary beneficiaries of blockchain adoption without requiring direct token risk.”
Core thesis · 5/5Verify in source →
18 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 11:40
Stripe and Block bid for PayPal
“The rumored joint bid by Stripe, Block, and Advent to acquire PayPal is framed as a strategic move to build a formidable competitor to Visa and Mastercard.”
In depth · 4/5Verify in source →
18 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 00:20
Stripe and Block could bypass credit card rails
“A potential combination of Stripe, Block, and PayPal could create a vertically integrated end-to-end payment network that directly competes with Visa and Mastercard.”
In depth · 4/5Verify in source →
18 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 01:15
A wave of digital-native rollups is coming
“The speakers argued that mature, first-generation digital businesses that have stalled out are prime targets for operational revivals led by modern AI-native operators.”
In depth · 4/5Verify in source →
17 JULMACRO MUSINGS WITH DAVID BECKWORTH · 04:50
Gresham's new law risks systemic financial bailouts
“A modern inversion of Gresham's Law is driving consumers toward fast, cheap payment platforms backed by 'bad' (unprotected) money, which the guest argued will eventually force a massive central bank intervention.”
Core thesis · 5/5Verify in source →
17 JULON THE MARGIN · 02:05
Stablecoins to replace paper check invoices
“The guest predicted that stablecoins will increasingly be accepted by municipalities and governments to replace high-risk, expensive paper check payments.”
Substantive discussion · 3/5Verify in source →
17 JULFINTECH INSIDER PODCAST BY 11:FS · 01:15
India's cross-border B2B payments infrastructure is ripe
“The investment thesis for backing India's xFlow is that while domestic payments are highly advanced, cross-border B2B transactions remain a heavily regulated, high-friction minefield ripe for infrastructure-level disruption.”
Core thesis · 5/5Verify in source →
17 JULTHE ACQUIRERS PODCAST · 05:45
Payment processors present cheap buyout targets
“The guest argued that the payments sector is highly discounted and represents an attractive area for potential acquisitions.”
Substantive discussion · 3/5Verify in source →
17 JULMONETARY MATTERS WITH JACK FARLEY · 03:45
Big Tech gatekeepers squeeze fintech payment margins
“The guest argued that Apple and Google pose a severe structural threat to standalone fintechs like PayPal by using their ecosystem gatekeeper status to capture payments market share.”
In depth · 4/5Verify in source →
17 JULMONETARY MATTERS WITH JACK FARLEY · 11:45
Diminishing competitive moats for legacy payment networks
“The bear case argued is that traditional payment giants and credit card networks are losing their unassailable competitive moats due to fintech proliferation and alternative rails.”
Substantive discussion · 3/5Verify in source →
17 JULMONETARY MATTERS WITH JACK FARLEY · 02:10
Fintech and payments as hidden inflation hedges
“The bull case presented for beaten-down payment processors is that they act as natural inflation hedges because they take a percentage of nominal transaction values.”
Substantive discussion · 3/5Verify in source →
17 JULMARKETPLACE · 09:45
Fintechs seek US banking charters to scale
“The thesis argued is that mature fintech and buy-now-pay-later companies are increasingly pursuing US banking licenses to access cheaper, insured deposit funding and unlock new growth avenues.”
In depth · 4/5Verify in source →
4 JULWHAT BITCOIN DID · 01:30
Bitcoin L2 open networks to disrupt legacy payments
“The guest argued that open payment networks built on Bitcoin Layer-2 infrastructure will outcompete closed legacy networks by offering superior global interoperability and lower transaction friction.”
Core thesis · 5/5Verify in source →
4 JULWHAT BITCOIN DID · 06:10
Innovator's dilemma stalls legacy fintech crypto transition
“The guest argued that publicly traded legacy payment companies are structurally disincentivized from fully adopting open crypto rails because doing so would cannibalize their highly profitable existing revenue streams.”
Explored · 3/5Verify in source →
4 JULMARKETPLACE · 07:30
Tech layoffs rebranded as AI efficiency gains
“The discussion highlighted how tech companies are incentivized to attribute layoffs to AI-driven efficiency to please Wall Street, rather than admitting to weaker demand or pandemic-era overhiring.”
Substantive discussion · 3/5Verify in source →
4 JULBANKLESS · 06:50
A collaborative perimeter to secure crypto
“The guest argued that a collaborative, real-time compliance network between exchanges, fintechs, and law enforcement is the most effective way to block illicit funds on-chain without over-regulating the industry.”
Explored in depth · 4/5Verify in source →
4 JULFINTECH INSIDER PODCAST BY 11:FS · 04:50
FCA probe targets payment network dominance
“The regulatory investigation into Mastercard, Visa, and PayPal over digital wallet practices highlights growing global antitrust headwinds for dominant payment networks.”
In depth · 4/5Verify in source →
4 JULMACRO MUSINGS WITH DAVID BECKWORTH · 09:15
PACE Act could bypass traditional bank rails
“The proposed bipartisan PACE Act could significantly benefit large non-bank payment processors by granting them direct access to Federal Reserve payment rails, bypassing traditional bank intermediaries.”
In depth · 4/5Verify in source →
4 JULTHOUGHTFUL MONEY · 05:50
PayPal is an overlooked private equity target
“The guest argued that PayPal is a highly attractive value play and potential acquisition target trading at a deep discount despite strong cash generation.”
Notable comment · 2/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION