John Collison

speaker

6,048 appearances 22 recordings 1 series first heard Jun 2025 last heard 5 Feb

John Collison’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 10 in all, peaking in Oct 2025 with 5.

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You're here in South San Francisco, the headquarters of not only uh or you know, the uh place of uh Genentech, but also payments innovation.

And so uh you're we're working together on the uh on the Eli D uh direct stuff.

Maybe you can talk a bit about that.

You said GLPs are one of the biggest drivers of the business.

Uh Ilai Lilly's growing at about thirty percent right now revenues.

Forty

Stripe's doing pretty well.

But um NVIDIA must be

weave?

No I think that's you're talking to the CEO of Eli Lily, please.

Well, I was gonna ask some questions about that.

So first off, Novo is growing in the teens, just yeah.

For two companies with GLP offerings that are working, are those growth rates so different?

Okay, so just your products working better.

What would you guess Elena Lee's P E is?

I was using trailing, but um

Fifteen.

Fifty.

Um five zero.

Oh my god.

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