Tech Business
How Stripe Makes Money: The Payments Take Rate
How Stripe makes money: the 2.9% + 30¢ headline is a collection number. See the take-rate waterfall, what interchange takes, and the thin spread left.
#take rate
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Tech Business
How Airbnb Makes Money: The Marketplace Model
How Airbnb makes money: the marketplace business model revenue take-rate that turns $91.3B of bookings into 83% gross margin and $4.6B free cash flow.
Tech Business
How Shopify Makes Money: The Take-Rate Engine
How Shopify makes money: the take-rate engine behind merchant solutions, why payments now drive 73% of revenue, and the margin question, read through the 10-K.
Tech Business
How Uber Makes Money After Years of Losses
The Uber business model and profitability, read through its filings: a 26.9% take rate on $193B bookings, $9.8B free cash flow, and the take-rate ceiling.