Released March 9th, 2022
Michael Willar - Adyen: A First Principles Payment Platform
Michael Willar is a portfolio manager at Stenham Asset Management. We cover Adyen’s single-platform payments solution in detail, what has led it to achieve unusually high levels of profitability and growth, and why payments doesn't have to be a winner-take-all market.
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Read our research on Adyen's history, business model, and competitive positioning.
John Collison - Growing the Internet Economy
An overview on how Stripe is disrupting the traditional network ecosystem (Visa, Mastercard).
Alex Rampell - Visa: The Original Protocol Business
Alex Rampell is a general partner at Andreessen Horowitz, where he focuses on investing in financial services. Alex co-founded Affirm and TrialPay. We cover Visa's business model, unique history, and potential threats from other businesses and macroeconomic forces.
Sebastian Kanovich - Powering Emerging Markets Payments
Sebastian Kanovich is the CEO of dLocal. We cover dLocal’s playbook for facilitating payments in emerging countries, what Sebastian has learned about great API building, and how he challenges himself to improve personally.
How Pieter van der Does made Adyen one of Europe’s largest fintech unicorns
Learn about the founding story of Adyen and how its unique approach to hiring and raising capital made it one of Europe’s biggest successes.
Building a Global Payments Powerhouse
A conversation with Kamran Zaki, COO of Adyen that dives deep into the business, its evolution, and its role in global payments systems.
Adyen and Innovation
Adyen co-founder and CEO Pieter van der Does explains how innovation is at the core of the company and shapes its competitive advantage.
Adyen And The Virtual Economy Boom
Presents a bull thesis for Adyen and outlines the superior, frictionless experiences it offers its customers.
Money often costs too much – a look at Adyen
A look at the global omnichannel, and Adyen’s competitive advantage.
The Anatomy of the Swipe: Making Money Move
This book breaks down the innovation happening around card-based payments, and the business models of each party in the payments ecosystem.