Some of those companies have had success picking off business from Stripe’s customers. Dutch payments company Adyen NV said over the summer that it started processing some payments for delivery company Postmates Inc., a longtime Stripe user. Lyft Inc., one of Stripe’s largest customers, disclosed in its IPO prospectus that it added an additional payments processor last year and may create its own payment products in an attempt to lower its costs.

https://www.wsj.com/articles/fintech-company-stripe-joins-silicon-valley-elite-with-35-billion-valuation-11568912443