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Cheeky Pint / episode intelligence

Ambrook CEO Mackenzie Burnett on American agriculture, rural resilience, and carrying 50lbs of fresh pork on Amtrak

17 Sept 2025 25 published claims 1 attributable person
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Speakers in the public record

John Collison

Claim mix

belief 18evaluation 4prediction 2preference 1

Evidence policy

Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.

Claim ledger

The useful parts, with receipts.

25 published records

01 / belief

I think there’s a difference between who do you partner with and who do you generally have to run through in order to be able to build a better version of financial infrastructure that is open, does actually move on modern rails, is actually ultimately net better for everyone, is not incentivized by value-capture.

“I think there’s a difference between who do you partner with and who do you generally have to run through in order to be able to build a better version of financial infrastructure that is open, does actually move on modern rails, is actually ultimately net better for everyone, is not incentivized by value-capture.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

03 / belief

I think actually the cost to a lot of what we’re seeing or doing is the lack of—accounting software is just an attempt—all we are doing is trying to get external data sources in and make them all make sense.

“I think actually the cost to a lot of what we’re seeing or doing is the lack of—accounting software is just an attempt—all we are doing is trying to get external data sources in and make them all make sense.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

04 / belief

I think you’d be surprised. You can just call up a local farmer and most likely they’ll figure out a way to sell you half a cow.

“I think you’d be surprised. You can just call up a local farmer and most likely they’ll figure out a way to sell you half a cow.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

05 / belief

Even the rise of the pandemic, for example, I think increased… accelerated the complexity of a lot of these businesses because suddenly you could actually have an online shop.

“Even the rise of the pandemic, for example, I think increased… accelerated the complexity of a lot of these businesses because suddenly you could actually have an online shop.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

06 / belief

Totally, yeah. I think that’s exactly right. And it’s… can you put together your balance sheet and stuff in time in a professional way so that you can convince your lender, your banker, to be able to give you the loan to buy the 100 acres across the road.

“Totally, yeah. I think that’s exactly right. And it’s… can you put together your balance sheet and stuff in time in a professional way so that you can convince your lender, your banker, to be able to give you the loan to buy the 100 acres across the road.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

07 / belief

Eventually that will be something more like a NetSuite, but I think the thing we actually realized was that there wasn’t something in between.

“Eventually that will be something more like a NetSuite, but I think the thing we actually realized was that there wasn’t something in between.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

08 / belief

I think one of the most rewarding things about building for small businesses is that you are able to build these real relationships with people who are entrusting you with their numbers and their future.

“I think one of the most rewarding things about building for small businesses is that you are able to build these real relationships with people who are entrusting you with their numbers and their future.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

09 / belief

I think a lot of what actually Stripe is doing with building its own payments network, somehow building its own deposits network, which I think you still need to partner with banking institutions on to do that, so you’re still anchored with that, but I think that’s actually where stablecoins becomes quite interesting because it’s permissionless.

“I think a lot of what actually Stripe is doing with building its own payments network, somehow building its own deposits network, which I think you still need to partner with banking institutions on to do that, so you’re still anchored with that, but I think that’s actually where stablecoins becomes quite interesting because it’s permissionless.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

10 / belief

I’ve met a lot of founders and operators who can’t do it, so I think that his ability to build Figma has probably taught him a lot in that.

“I’ve met a lot of founders and operators who can’t do it, so I think that his ability to build Figma has probably taught him a lot in that.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

11 / belief

We found that trying to help them with the more routine working capital, whether or not through public or private lenders and grant givers, it was just basically a lot of these businesses didn’t actually have the financial record-keeping that you needed to.

“We found that trying to help them with the more routine working capital, whether or not through public or private lenders and grant givers, it was just basically a lot of these businesses didn’t actually have the financial record-keeping that you needed to.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

12 / belief

I think there’s actually quite a lot of skill in knowing how to pick a crop without bruising it, for example, at the speeds that you need.

“I think there’s actually quite a lot of skill in knowing how to pick a crop without bruising it, for example, at the speeds that you need.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

13 / belief

I mean below market anything. So below-market anything, I think that you can give away free payments that actually cost you money.

“I mean below market anything. So below-market anything, I think that you can give away free payments that actually cost you money.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

14 / belief

There’s a level of quiet ambition in what he does, and he has over the course of even the past couple of years, become much more widely recognized in terms of his ability to put his finger on the macro, I think.

“There’s a level of quiet ambition in what he does, and he has over the course of even the past couple of years, become much more widely recognized in terms of his ability to put his finger on the macro, I think.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

15 / belief

There is such a thing as overgrazing, right? But I think a lot of what people talk about with rotational growth—it’s called rotational grazing—just a lot of labor to move the cattle every day to be able to do that.

“There is such a thing as overgrazing, right? But I think a lot of what people talk about with rotational growth—it’s called rotational grazing—just a lot of labor to move the cattle every day to be able to do that.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

17 / belief

We were just interested in solving our customers’ problems and in order to be able to get more accurate data into the ERP, being in the payments flow just made it a lot easier to be able to do that. And I think building with a lot of the fintech optionality enables us to have a lot more of the options to solve more of the problems with capital that we were talking about earlier.

“We were just interested in solving our customers’ problems and in order to be able to get more accurate data into the ERP, being in the payments flow just made it a lot easier to be able to do that. And I think building with a lot of the fintech optionality enables us to have a lot more of the options to solve more of the problems with capital that we were talking about earlier.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

18 / belief

We can turn that on when we want and when we have enough of the partners to be able to do that. And I think because we actually did the slog of building accounting software that has a high NPS that people actually like using, we now have way more optionality to be able to leverage the fintech side of the business.

“We can turn that on when we want and when we have enough of the partners to be able to do that. And I think because we actually did the slog of building accounting software that has a high NPS that people actually like using, we now have way more optionality to be able to leverage the fintech side of the business.”
Speaker
Not verified from transcript
Publisher
Cheeky Pint

19 / evaluation

One of my favorite books about accounting is the End of Accounting, which talks about how GAAP is basically poorly suited to this day and age.

“One of my favorite books about accounting is the End of Accounting, which talks about how GAAP is basically poorly suited to this day and age.”
Speaker
John Collison
Publisher
Cheeky Pint

21 / evaluation

How do you get people using the product and then how do you make it better when you’re using the product? And when we started Stripe, we were very much building stripe in a single-player mode where you have your Stripe account and the fact that other people use Stripe is, well, they didn’t at the time.

“How do you get people using the product and then how do you make it better when you’re using the product? And when we started Stripe, we were very much building stripe in a single-player mode where you have your Stripe account and the fact that other people use Stripe is, well, they didn’t at the time.”
Speaker
John Collison
Publisher
Cheeky Pint

22 / preference

Yeah, I think maybe also, you’ve probably picked up on this dispositionally, we’re just not naturally drawn to pre-announcing products before they’re anywhere close to—we like to do a thing and hopefully we get it right.

“Yeah, I think maybe also, you’ve probably picked up on this dispositionally, we’re just not naturally drawn to pre-announcing products before they’re anywhere close to—we like to do a thing and hopefully we get it right.”
Speaker
John Collison
Publisher
Cheeky Pint

24 / evaluation

I think there’s a general view that the economics of US agriculture are really hard and it’s challenged from a labor point of view.

“I think there’s a general view that the economics of US agriculture are really hard and it’s challenged from a labor point of view.”
Speaker
John Collison
Publisher
Cheeky Pint

25 / prediction

” But when people have money in crypto, they will store it in Coinbase, or in Binance, or what have you. And so our view is that for whatever job is being done, there will be a whole bunch of other counterparties that we are going to integrate with and work with.

“” But when people have money in crypto, they will store it in Coinbase, or in Binance, or what have you. And so our view is that for whatever job is being done, there will be a whole bunch of other counterparties that we are going to integrate with and work with.”
Speaker
John Collison
Publisher
Cheeky Pint
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