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> Fun to see the rivalry between Stripe and Square play out.

One has a part-time CEO tanking Twitter and the other doesn't. This is not a rivalry.

Is there that much rivalry? AFAIK Square is pretty solidly 'brick and mortar' while Stripe is APIs.

Yes. And if you ever wondered whether or not the right CEO can make or break a company, this is a pretty awesome test case for you.

I think so, iirc Caviar is losing money as they compete with the dozen other food delivery services. The payment processing industry itself is currently very overcrowded too, with a million ISOs like Stripe, Square, Braintree, etc.