JO
John Collison
one-off guest ×0.5
· 5 ideas engaged · 1 episodes
· E216 → E216
⚠ One-off guest — not scored
— only besties and guests heard across 2+ episodes earn scoreboard
credit, so this voice has no track record and no skill weight. Their mentions still move conviction, at ×0.5.
0
live positions
+0
lifetime conviction force · 0 ideas born
2.2
avg strength · 1 dissents
Live book — 0 positions
Nothing live. Every idea he's touched has already resolved.
How he argues
STANCE MIX
support
4
oppose
1
TIER MIX
explicit_prediction 2
sentiment 2
positioning 1
Latest from him
support ×3
explicit_prediction
🪙 Dollar stablecoins are 2025's biggest business winner
E216 · 2025-02-21
▶ 6:50
Stable coins are finally happening and they're really useful... Just stable coins are I think the first really big payments use case. And I think it's finally coming because the tech is good enough.
oppose ×2
explicit_prediction
🪙 Stablecoins become the standard US payment rail and crush the card take rate
E216 · 2025-02-21
▶ 19:23
I think stablecoins are going to be a big part of the solution. I actually don't think that's going to supplant all the consumer-facing networks. I think we're going to see consumer-facing networks built upon and substantially leverage these things.
support ×2
sentiment
📈 Return-to-office wins - remote work retreats outside an elite minority
E216 · 2025-02-21
▶ 22:01
People just said a lot of s**t during the pandemic. Do you remember, it's like, oh, handshakes are going to be over, business travel is going to be over, every company is going to be fully remote... I would say Stripe broadly is in a pretty similar spot where it was beforehand, which is most people go into an office.
Yeah. Look, I don't like meme coins. I think they're bad. And I think they're part of, like Patrick said, a broader suede of things that we need to figure out societally where the legalization of sports betting and combined with highly targeted advertising.
support ×2
positioning
📈 The exit drought is a valuation overhang, not antitrust or markets
E216 · 2025-02-21
▶ 1:36:03
I also think the environment has changed quite a bit, where it used to be the case that to do any return of capital to shareholders, you know, or if you needed any kind of large sums of money, you needed the public markets. That's obviously not true today, where the, you know, stable private markets exist... And, you know, up to this point, we have determined private.