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It will be very interesting to see what happens when all these antitrust cases against Google, Apple and the likes are over.

If the verdict will be that developers can use any payment processor, Stripe is in for a huge market.

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What makes you think Google and Apple would just stick with their current rates in that case and let Stripe take over?

Yeah and also lots of new competitors will join making it even more difficult for Stripe to compete. Lots of banks already have their own credit card payment processors. They simply aren’t dealing with small clients at the moment because it’s more hassle than it’s worth. Consumer fintech is due for a huge disruption and there are already a lot of startups waiting on the sideline to compete with Stripe.

So are Adyen and to a lesser extent, Block (Square).

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