Jonathan Ching @chingjon
startups. tech. venture capital. opinions are my own. new york Joined May 2012-
Tweets683
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Followers926
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Following2K
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Likes64
@joeroganhq Brendan Backstrom @lowbackability
"you can build a pretty accurate mosaic of how well [Stripe] is doing by interpolating all the other data from public companies" - @chamath from @theallinpod Built a regression to interpolate @stripe's growth endurance from its larger public customers chingjon.medium.com/demystifying-p…
Just released from @theinformation - @stripe net revenue of $3.2B in 2022 (but only $2.8B after deducting fraud-related losses) and new Series I looks to raise $4B at a $55B valuation, which is lower than its latest 409A valuation. theinformation.com/articles/insid…
@jkwade Can you add Checkout to that comparison? Probably a better comp to Adyen…
@andruyeung @PianoAround @andruyeung any spots left for an investor?
@Mark_Goldberg_ @stripe I ran a growth endurance analysis of @stripe’s top customers and estimated 17% yoy growth to $2.9B of net sales in 2022. Does that fit with your prediction or no? chingjon.medium.com/demystifying-p…
@pitdesi Would be great to get your thoughts on where you think @stripe gets valued today. I put together a Growth Endurance analysis that suggests $2.9B of net sales, 17% growth in 2022. chingjon.medium.com/demystifying-p…
signs of a broader slowdown, particularly in #ecommerce. Analysis of @stripe's top customers such as @Shopify and @DoorDash signal that growth in 2022 might be down 62% relative to 2021 Check out full analysis here: medium.com/p/b19adef5f984 #GrowthEndurance @mcadonofrio
Stripe will be one of the most anticipated public listings in 2023. But how will its valuation hold up relative to the broader decline in public #fintech? chingjon.medium.com/demystifying-p… Thanks to @tanayj for historical #stripe estimates and @aschmitt111 for the Growth Endurance model.
@ceehart @sytaylor Not a nice UI like builtwith but I’ve tracked several of the neobank-processor-sponsor bank relationships and added them to my post here. chingjon.medium.com/banking-as-a-s…
@minakimes Why is the bills mascot a buffalo? Should t it be a Bill? What is a Bill….
@minakimes Not as many almost-INTs today, amiright?
@NikMilanovic What you mean? I thought they got acquired, no?
@businessbarista One white street, either fix prixe upstairs or ala carte downstairs
At $6.5 billion, it looks like this knife has finally fallen far enough to get caught New @Klarna valuation implies 4x sales multiple, which now makes sense relative to @Affirm trading at 7x but growing 2x as fast wsj.com/articles/klarn…
Further reduced valuation of $15B would imply a ~10x sales multiples for @Klarna, but still a bit higher than @Affirm which trades at ~7x and is growing faster. #growthequity #venturecapital #fintech #BNPL pymnts.com/bnpl/2022/klar…
Esther Miller @EstherMill35558
135 Followers 3K Following God, Family, Fitness, Friends and Survival. Ex Amish, Fitness Trainer
Galen D Shaffer @GalenDShaffer
1K Followers 533 Following Early-stage insurance at Eos Venture Partners Current: Hot takes on niche risks, gravel biker, LA canyon creature Former: @McKinsey | @MITSloan | @HarvardHBS
Amanda Forever @glitteerzAmanda
36 Followers 3K Following Yes, I’m tattooed everywhere. Yes, I’m single. No, I won’t make the first move😘
Keke Zhang @keke65019
24 Followers 4K Following AI entrepreneur | Biotech explorer | Investor across borders | Linking tech, health & humanity
AlvaNelson @A2gep2hlGFMa327
12 Followers 1K Following
FCF_Machine🇺🇸 @Auhuiqfol5068
68 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Jason @jccwong
26 Followers 888 Following
Maynard Gerhold @GerholdMay94789
87 Followers 2K Following
Utleeerlwee @Utleeerlwee917
9 Followers 189 Following
Wekoo @Wekoo1749
5 Followers 211 Following
Shashar @ShasharwlIo
25 Followers 378 Following
amkhbf0o15 @amkhbf0o1555236
4 Followers 141 Following Pioneer Wealth: Prof. Matthew’s AI + finance pros boost profits! Free 1st month. AI scans data, experts guide stocks/crypto. Click to join now!
Quewta @QuewtaUwPyE2
70 Followers 7K Following
TobeyJennings @7hpKBa44kZVo68
66 Followers 7K Following
Foochyr @Foochyrfbexzw
47 Followers 3K Following
Nareshy @NareshykmIS
29 Followers 850 Following
Distressed Dealmaker @DistDealMaker
55 Followers 420 Following REPE GP | Distressed/Opportunistic/Value-Add real estate investor. $750M of RE bought/sold, looking for the next deal. Ski | Sail | Golf
Sharaf Hamid @_shrfhmd
76 Followers 3K Following investment, x @ingressivecap @jeelcap @algebraventures, alumnus @cambridge_uni
omar belhaj @omar_belhaj
35 Followers 280 Following
Padmesh P P @padmeshpp
53 Followers 231 Following Product Manager by the day and learning design and coding by night.
BetsyWilmott @rk1h9L63MKjdiP
66 Followers 7K Following
Chris Miles @theVLVTnote
107 Followers 722 Following Marketplace PM @ Stack | Building B2B Platforms that Power SMB Growth | Former ServiceTitan, ADP, VSaaS Founder
Narasimha Kanduri @NarasimhaKan
2K Followers 6K Following bond raider @wintwealth, ex village idiot @3one4capital
Lawrence Lin @linyiru
5K Followers 2K Following Building and talking about Agentic AI, and open source.
Jerry Clinton @clinton_je16065
86 Followers 1K Following l always thank God because he always keep me strong and take care of me
Everett @kounoshier17458
59 Followers 4K Following
Ayman Babikir @theaymanbabikir
267 Followers 777 Following
Pasea @Pasea337706
65 Followers 7K Following
DarleneAlick @6XKlrJyG76sz8vm
68 Followers 7K Following
hooben @xwhbin
10 Followers 98 Following
MaudAddison @dNbOIzupZBN4SL7
72 Followers 7K Following
Bella Simth @thotothey39888
73 Followers 4K Following Think less useless things, less reason indifferent people, let yourself busy, to earn more money.
EdwinaMatthew @x5weDMR7PNpzpO
51 Followers 7K Following
Eduardo Lopez 🇨�... @fintechgtm
2K Followers 911 Following Head of Marketing @Sardine • Prev: @Lithic @TreasuryPrime @Fastspring @Paystand • Author of Fintech Explainers newsletter 👇🏽
Thathisair @ThathisairNZkO
10 Followers 1K Following
Jesse Silverman @jbsilverman
611 Followers 945 Following Fintech and stuff. General Counsel at Hometap. No legal advice here, just idle chit chat based on lots of years in the biz.
Aleks Vorobets 🇺�... @AleksVorobets
194 Followers 873 Following Pay top dollar for good book recommendations 📚
mike @mike43018774
15 Followers 554 Following
François Chung @DrFrancoisChung
15K Followers 13K Following Functional Analyst | Ph.D. in Computer Science | Polyglot | Author | Curious about Science, Sustainability and New Trends
Stephanie Palazzolo @steph_palazzolo
21K Followers 5K Following Writing AI Agenda @theinformation, texan, & horror movie aficionado // reach me at [email protected] or on Signal at 979-599-8091
Marc Andreessen 🇺�... @pmarca
4.3M Followers 32K Following You’re not talking to someone who woke up a loser. That loser attitude, that loser premise makes no sense to me.
Fabricated Knowledge @fabknowledge
33K Followers 861 Following Simplifying the world of semiconductor investing in the age of AI. Part of the @semianalysis_ gang. all views are personal
Dylan Patel @dylan522p
145K Followers 1K Following SemiAnalysis Boutique AI Infrastructure Research and Consulting DMs are open for consulting, quotes, or to talk shop, Opinions my own
Arfur Rock @ArfurRock
40K Followers 5K Following anon GP at your favorite multi-stage VC // OS intel for the private markets
Narasimha Kanduri @NarasimhaKan
2K Followers 6K Following bond raider @wintwealth, ex village idiot @3one4capital
Chris Miles @theVLVTnote
107 Followers 722 Following Marketplace PM @ Stack | Building B2B Platforms that Power SMB Growth | Former ServiceTitan, ADP, VSaaS Founder
Andrew Ng @AndrewYNg
1.7M Followers 1K Following Co-Founder of Coursera; Stanford CS adjunct faculty. Former head of Baidu AI Group/Google Brain. #ai #machinelearning, #deeplearning #MOOCs
Sharon Zhou @realSharonZhou
27K Followers 0 Following Recursively self-improving | VP Eng & AI, @AMD | Prev: Founder & CEO, Lamini. CS Faculty & PhD @Stanford. @Google. @Harvard | @MIT 35 under 35. Angel investor.
Lamini @LaminiAI
6K Followers 9 Following The LLM tuning & inference platform for enterprises. Factual LLMs. Deployed anywhere.
Grace Ge @badgalgge
1K Followers 577 Following Shanghainese girl with Bushwick tastes. “all is fair in love & tech”. Partner @amplifypartners.
Hilde Kuehne @HildeKuehne
4K Followers 1K Following Professor for CS at the Tuebingen AI Center @uni_tue and affiliated Professor at MIT-IBM Watson AI lab @MITIBMLab - Multimodal learning and video understanding
Gary Marcus @GaryMarcus
228K Followers 7K Following OG GenAI Skeptic; spoke at US Senate. Warned about hallucinations in 2001. Advocating world models & neurosymbolic AI ever since. Author, Marcus on AI & 6 books
Mira Murati @miramurati
710K Followers 618 Following Now building @thinkymachines. Previously CTO @OpenAI
Yann LeCun @ylecun
1.2M Followers 787 Following Professor at NYU & Executive Chairman at AMI Labs. Ex-Chief AI Scientist at Meta. Researcher in AI, Machine Learning, Robotics, etc. ACM Turing Award Laureate.
Sarah Hinkfuss @SarahHinkfuss
4K Followers 1K Following Bridge builder, dreamer, mom, wife, sailor⛵️. Former APT, @Mastercard. Partner @BainCapVC. Cheesehead for life 🧀
Cart.com 🛒 @cartdotcom
966 Followers 98 Following Powering growth from click to door through unified commerce & logistics solutions. 💻 ➡️ 📦 ➡️🚪
Remington Tonar, PhD @remingtontonar
1K Followers 3K Following Co-founder of supply chain unicorn @Cartdotcom. Adj. Professor @Rice_Biz. Scholar of AI narratives and technological utopianism. Opinions my own.
Gené Teare @geneteare
3K Followers 2K Following Deep in data @CrunchbaseNews - journalist covering venture, AI. Speaker been on NASDAQ TradeTalks, Yahoo Finance, TechCrunch Equity pod @TechCrunch alumni
Stephanie Palazzolo @steph_palazzolo
21K Followers 5K Following Writing AI Agenda @theinformation, texan, & horror movie aficionado // reach me at [email protected] or on Signal at 979-599-8091
Ben Shapiro @benshapiro
8.7M Followers 504 Following Daily Wire co-founder, host of @benshapiroshow, #1 NYT bestselling author, America’s #1 ex-rapper. Order my new book, Lions and Scavengers below
Jason ✨👾SaaStr.A... @jasonlk
244K Followers 2K Following GET funded ➡ $200m https://t.co/AVvPIrIdFP🦄🦄🦄🦄🦄🦄🦄 FREE PLAYBOOK ➡ https://t.co/TIsMr22AhO CHAT Digital Jason ▶ https://t.co/bwkZCtvqlr Founder AdobeSign
ophelia @ophelia_brown
7K Followers 361 Following Founder @blossomcap. Early stage capital, long term strategy
Allison Braley 🦊 @allisonbraley
6K Followers 3K Following Partner + storyteller @baincapVC. Co-host of "Attention Shift" pod. Ex: @playground_vc @theinformation. Mom of 2 scamps and a spaniel. East Bay.
Esther Crawford ✨ @esthercrawford
104K Followers 3K Following creating something new. product builder, most recently at meta. my last startup was acquired by twitter so this place has a special spot in my heart. 💙
Mark Goldberg @Mark_Goldberg_
18K Followers 687 Following Co-founder & GP @chemistry. Before, @Indexventures, builder @dropbox. Invested in Plaid, Persona, Bridge, many more. AI, Fintech, SaaS 🎯 Dad x3 boys.
Scott Kupor @skupor
67K Followers 546 Following Dir., Office of @USOPM (previously, MP at a16z); Author of Secrets of Sand Hill Road; father of three amazing/crazy/beautiful girls.
Nik @NikMilanovic
33K Followers 437 Following Fintech enthusiast @twifintech Founder @thestablecon General Partner @thefintechfund The dogs bark but the caravan moves on
ashleypaston @ashleypaston
6K Followers 1K Following Partner @generalcatalyst | prev. @meritechcapital @baincapvc & @mckinsey
Alex Lieberman @businessbarista
309K Followers 4K Following Family first (husband & girl dad) Founder second (@tenex_labs, @morningbrew, @storyarb, @youdistro) AI engineering & transformation 👇
Mike Murphy @mcwm
25K Followers 957 Following EIC @IBMResearch. Raised in Britain with a Brooklyn accent. Longtime reporter. Views mine.
Kelly Lyons @kellylions
2K Followers 435 Following Founder of Lyonshare, a startup studio that gets founders and managers built + funded. $9Bn+ capital raised. Co-founder @investwithatlas Former Prez @casahodl
Andrew Yeung @andruyeung
74K Followers 791 Following hosting extraordinary people @meetfibe @theshortlistnyc | angel investor in 20+ companies | former @google @meta product lead
Bruno Werneck de Alme... @brunoswerneck
4K Followers 15 Following 1. Building fintech x Ai: @Plaid / 2. Investing: https://t.co/X5vsR2lEUF / 3. Fintech things: https://t.co/eOXth5sugz
Melissa Wasser @melissawasser
3K Followers 556 Following partner @a16z, apps + fintech capital network. plug 🔌 to fintech founders. retired banker, previously @ftpartners @goldmansachs. cap mkts + fintech ☕️ 🦻 🇮🇹
Ryan Breslow @ryanbreslow
176K Followers 2K Following @bolt // https://t.co/Vp8SCsoH2x // https://t.co/ZubsDyuMFx
Arianna Simpson @AriannaSimpson
125K Followers 4K Following Starting smtg new. ex General Partner @a16z. founder @ Autonomous Partners. investor @phantom @talostrading @suinetwork @blackbird @odessiatravel & many more
John Gannon @johnmgannon
5K Followers 2K Following 🎨 Founder of Venture5 + GoingVC 💰 Angel to founders and funds
Matt Janiga @regulatorynerd
11K Followers 10K Following Payments stuff at Modern Treasury. Former Stripe, Square, Lithic, Cap One. Views are mine, and not my company's.
Jay Parekh @jayhp
2K Followers 796 Following VP @ Chime (b4: @Venmo @Braintree @Zynga @GeneralAtlantic). Girl dad, cavapoo dad, cocktail dad, cyclist dad, husband dad, dad joke dad
Eric Glyman @eglyman
197K Followers 2K Following Co-Founder at Ramp (@tryramp). New York City. Previously co-founded Paribus (Acq. by Capital One).
sophia goldberg @sophgoldb
5K Followers 2K Following probably too into payments 🪐 building @cheaperpayments, bestselling author, prev. @Adyen, IPE @ the LSE
CeFaan Kim @CeFaanKim
30K Followers 3K Following @ABC7NY Reporter | 4X Edward R. Murrow Award | 5X Emmy | Former @USArmyReserve Sergeant | ig: @cefaan | fb: CeFaanKimTV
















