> Especially cautious knowing demand will spike this weekend?
At Stripe's scale, I doubt you could accurately forecast demand for a weekend like Black Friday. Last year's sales are just a data point; what matters this year is consumer confidence on a global macroeconomic scale. Who knows what that translates to?
> assuming their infra can scale quickly
Even if Stripe is handling spikes by scaling on a hyperscaler (e.g. AWS), this scale requires advanced coordination with the hyperscaler. They can't just spin up tens of thousands / hundreds of thousands of VM's on a whim, the underlying abstraction would leak and fail.