I would think that cuts both ways. SiftScience only needs to have a few big retail clients and they'll be doing a huge volume. More to the point I would think Stripe's strength here is their weakness....they're only as good as the users they have on Stripe vs Sift which might have a broader mix of datasets. Of course, as Stripe continues to grow that weakness will diminish.

doubtful that stripe has 100,000+ business customers. Kount is another good one, that's what Braintree uses apparently.