Wow - I wonder if this is how Bezos felt when he said (paraphrasing) he feared the internet was taking off without him?

Stripe Capital is their iPhone moment -- they've learned much from the software payments market, setting up an 'import Financial Foundation,' and now can use their novel data stream to effectively transform business cash flow financing.

Capital will be a a beautiful take on an old way of financing (factoring accounts receivable), at the scale of big tech, and in immediate payback terms -- since CC's settle comparatively (to 1-3 day ach) 'instantly' in the US.

This combined with the data on sales will allow them to pick better winners and allocate capital -- the impacts of this will be mind boggling. I wish I could buy stock.