This does seem to at least rhyme with twitter's experience, and maybe also github, at least as observed from outside, where a pretty innovative initial product has difficulty progressing after a period of massive scaling.
But also: Is the lesson maybe just knowing when to pivot to more efficient runtime environments? For instance, I believe facebook had a similar experience with php, and pivoted to running it on a custom vm. Did stripe wait too long to do that kind of pivot? Or perhaps you were just there in the middle of it, which is bound to be a messy time.