I am familiar with and very much enjoy patio11's writing style. I enjoyed his "An update on a pre-registered result..." to the extent that I was actually laughi

I am familiar with and very much enjoy patio11's writing style. I enjoyed his "An update on a pre-registered result..." to the extent that I was actually laughing out loud while reading it, which was very much not the intent of the writing. I now see two potential explanations. The first is Atlas, where Stripe enables the ecosystem of B2B SaaS companies to expand rapidly. The other, mentioned in a sibling to your comment, is marketplaces (Connect), where Stripe collects revenue from a number of operating payment networks. In both cases, Stripe is a B2B SaaS which serves other SaaS companies, which allows growth in a way that being a B2B SaaS that serves traditional business doesn't.