Pessimist case: Venture capital is a power-law business, and the model doesn't work if top companies like Stripe keep kicking the IPO can down the road. It's simply unsustainable to keep investing ...

Discover how the Model Context Protocol (mCP) framework is creating workflows with AI agents, automating tasks, payments, ...

“You cannot manage the Stripe business on a supertight quarterly EPS [earnings per share] basis, because this growth tends to come in waves,” he said. Over the years, the company’s valuation ...