“Do you care to know why I'm in this chair with you all? I mean, why I earn the big bucks?

I'm here for one reason and one reason alone. I'm here to guess what the music might do a week, a month, a year from now. That's it. Nothing more. And standing here tonight, I'm afraid that I don't hear - a - thing. Just... silence.”

-John Tuld, Margin Call

is "we're a fast growing business but this cannot last indefinitely, let's not overexpand" ´really too much to ask for? It's constantly happening to tech companies because of their internal fantasies.

Isn't it interesting how we want to absolve execs of all blame when they bet wrong and get unlucky, but declare them geniuses and masters of business when they bet right and get lucky?

But overall Stripe has A+ execution -- of which very little was luck -- and the founders deserve credit for that.

Not surprising to see execs and founders on here patting each other on the back and trying to convince everyone that they deserve their millions because of how innovative they are all the "value" they create. Looks like the old HN to me.