$ADYEN Shareholder letter
H1 2021

adyen.com/dam/jcr:2008a4…
North American Revenue +80% Image
$ADYEN Omnichannel

"The pandemic marks an inflection point in the significance of the industry as multi-channel shopping journeys were ingrained in shopper preferences globally.... POS volume doubled YoY as unified commerce became increasingly business critical for merchants"n ImageImageImageImage
Still nothing in mid-market Image

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More from @JerryCap

1 Sep
Re-read Zero to One

Fantastic book and worth reading twice.

amazon.com/Zero-One-Notes…
Doing what we already know how to do takes the world from 1 to n, adding more of something familiar. But every time we create something new, we go from 0 to 1.
Humans are distinguished from other species by our ability to work miracles. We call these miracles technology.
Read 19 tweets
30 Aug
Good book, worth a read for those interested in payments.

Payments Systems in the U.S. - A Guide for the Payments Professional
amazon.com/dp/0982789742/…
Open Loop Payments System

"all of their end party customers are immediately accessible to other intermediaries participating in the payments system"
Processing, switching, settlement
Read 16 tweets
18 Aug
Good stablecoins, a protocol for money, and digital wallets: the formula to fix our broken payment system $FB $V $MA

medium.com/@davidmarcus/g…
"in the last four quarters we enabled more than $100 billion in payment volume"
"We’re a challenger in the payments industry, and we will offer free person-to-person payments domestically and internationally for people using the Novi wallet."
Read 5 tweets
12 May
What is $OLO

"that moment would represent Olo becoming the majority order channel for that customer... the dawn of digital ordering primacy. We're now seeing Olo restaurant customers who are processing 100% of their transaction volume through the Olo" - @nhglass ImageImageImage
"QSR brands have grown over the years through franchising, leading to disparate technology systems across franchisee operator groups and manifesting in the kind of non-homogeneous environments for which $OLO was purpose-built"
$OLO on Dark/Ghost Kitchens Image
Read 4 tweets
22 Apr
The Basic Laws of Human Stupidity

h/t @Kap_Attack_ for a fantastic must read book recommendation
"The following pages are in fact the result of a constructive effort to detect, know and thus possibly neutralize one of the most powerful, dark forces which hinder the growth of human welfare and happiness"
First Law: Always and inevitably everyone underestimates the number of stupid individuals in circulation.
Read 20 tweets
20 Apr
OnlyFans Grew 5x in 2020

a16z Marketplace 100 2021 Report

info.a16z.com/rs/382-JZB-798…
Fastest-Growing Marketplace Companies
whatnot, good dog, mercato, Outschool, dumpling
Read 4 tweets

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