Lou Whiteman

But this would be an interesting deal for a couple of reasons.

For one, I don't know what antitrust would think of this.

I think it probably gets through with regulators, but I don't think they would like it.

Secondly, Stripe,

has sort of made its mark as being the agnostic rails for payments, for them to basically get into competition with a lot of their customers.

I don't know how that would go over or what that would do.

Again, opportunistic is so important here.

This is how Stripe could go public.

That would be a really, really complicated deal.

I think it would be easier for them to just raise gobs and gobs of cash, maybe through debt, and then do an offering afterwards.

I am personally dismissive of the idea of a reverse merger to take Stripe public.

But look, again, how much of this is Stripe actually saying we need to buy this and how much of this is just seeing a decent asset marked down and just saying, hmm, that's interesting.

That's my question.

I'm going to make a bold prediction here, and that's that nothing is going to happen.

And there's nothing more bold than say nothing.

But look, PayPal's board just changed the CEO.

They put out an investor deck saying there's 100 ways for us to grow.

Now, I sort of think that if you have 100 ways, it probably means you don't have one.

So I'm not going to

Take that as face value.