I would like to think that its overwhelmingly due to #2. It's a really articulate, I-know-what-the-fuck-I'm-talking-about explanation of a huge problem and market. Rest is icing IMO
I think #2 is the primary reason. We got an interview, which we didn't accept, for the Winter 2013 batch. I didn't work at Stripe then. Dan didn't found Giftly.