Dutch payments technology company providing end-to-end payment processing for global merchants.Yahoo Finance ↗adyen.com ↗
1 take · first discussed Sep 6, 2024
Every call, plotted at the price the day they made it.
Among the four hosts, only Chamath offers a view on Adyen, expressing medium-conviction bullishness as of September 2024. His thesis centers on a single, specific differentiator: he believes Adyen is the first and only company to have deployed AI in production at scale, which he frames as a durable competitive advantage worth monitoring over time. No other hosts weigh in, so there is neither agreement nor disagreement to note. The overall panel stance is therefore limited to Chamath's cautiously positive read, contingent on how that AI implementation has progressed.
Chamath singles out Adyen as the first and only company to have implemented AI in production at scale, framing this as a meaningful and durable competitive differentiator worth understanding.
Adyen, I think, is the first and really only company that's implemented AI in production at scale. It'll be really interesting to understand where that's gone in the last year.”3:38