Why Instinet Analyst Dan Dolev Is So Bullish on Square

The transcript discusses Square's growth trajectory, highlighting its success with larger sellers and the resulting increase in gross payment volume. It explores Square's transition from serving small retailers to larger sellers, emphasizing the company's economies of scale and network effects. The discussion also covers Square's cohesive ecosystem, its competition, and its potential to expand into new markets. The transcript concludes by considering Square's position among major tech companies and its future growth prospects.

What factors contributed to Square's growth in gross payment volume?

How has Square's approach to marketing efficacy changed over time?

In what ways is Square's ecosystem similar to that of Apple?

What challenges does Square face in expanding its market presence?

Discuss the significance of Square's entry into the payroll and HR market.