The All-Index
All holdings

Adyen

ADYENBullish

Dutch payments technology company providing end-to-end payment processing for global merchants.Yahoo Finance ↗adyen.com

1 take · first discussed Sep 6, 2024

Stock since first call
-37.6%
€1,258€785.20
Current call
Bullish-37.6%
since Sep 6, 2024✗ wrong so far· stance 642d old
anchored Sep 6, 2024 · as of Jun 11, 2026

The tape vs. the takes

Every call, plotted at the price the day they made it.

€1,840€785.20CChamath — bull — Sep 6, 2024Sep 6, 2024Jun 11, 2026
letter = host · click for the quote

The discussion

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.

How they got there

ChamathChamath1 take since Sep 6, 2024
BullishE195Sep 6, 2024

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
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.