Indeed. Given how stagnant Paypal seems to be (at least from the outside), I suspect that many of the good employees interested in the problem space left for greener pastures a while ago.
I wouldn't be surprised if these are good employees in a bad BU. Specifically PayPal seems to have abandoned online payments for POS/B&M (which is exponentially larger - think Stripe's size vs Square) Thus why I imagined (guessed) who might be excited to get the talent.
Yikes - that kind of surprises me. Braintree and Stripe will be sending out the recruiters......