> the way of WeWork

That's an unreasonable comparison. Stripe is not deeply tied to commercial office real estate.

It's tied to arguably a worse asset base: tech startups

Hah, touché.

To counterpoint, their success is probably correlated with consumer spending habits (If consumers don't spend, transactions aren't happening, Stripe isn't getting its commission)

The case against Stripe probably sits with an understanding of how an incoming recession will impact the volume of transactions Stripe is dealing with.

It’s not an oof moment at all - this decrease in valuation is inline (actually less) than most of their peers in the same time frame.

The economy is very different from when they last raised.

> If I were an employee I'd take the liquidity now before this goes the way of WeWork

To take the liquidity an investor has to give the liquidity - if all the employees on the inside believe in the mission so much that they want to sell ...