Stripe
includes Stripe Minions, Stripe Treasury, Stripe Projects, Stripe Radar, Stripe Billing, Stripe Tax, Stripe Elements, Stripe Sessions, Stripe Connect, Stripe Managed Payments, Stripe Press, Stripe Sigma
41 statements across 17 episodes · 31 bullish · 3 bearish · 14 people on the record · first statement Oct 26, 2017 by Alex Rampell · said 180 times in 44 episodes since 2017 · across every show →
Mentions by year, the whole family
brought up most by Will Gaybrick (48), David George (25), Alex Rampell (20), John Collison (8), Augusto Marietti (6), Zeno Rocha (5), Sonal Chokshi (5), Martin Casado (5)
tap a year for its mentions
2026 80 mentions in 7 episodes 11 per episode
- Tokens Are the New Dollars | Stripe's Will Gaybrick & David George
- “Every small business should run itself” | Lassie with a16z
- Why Investors Are Rethinking Everything for the AI Era
- The Opportunity for Global Founders
- Inside the Race to Measure Frontier Intelligence
- Software in the Age of Agents | The a16z Show
- Atlassian CEO on the SaaS Apocalypse, AI Agents & What Comes Next
- every mention in 2026, scene by scene →
2025 34 mentions in 16 episodes 2 per episode
- Vibe Coding is Here - How AI is Changing How We Build Online
- Crypto Experts Explain Stablecoins & the Future Financial System w/ Ali Yahya & Arianna Simpson
- Automating Developer Email with MCP and AI Agents
- Where Crypto Meets AI with Chris Dixon & David George
- Amjad Masad & Adam D’Angelo: How Far Are We From AGI?
- The State of Consumer Tech in the Age of AI
- Marc Andreessen & Amjad Masad on “Good Enough” AI, AGI, and the End of Coding
- How Kong Was Born: APIs, Hustle, and the Future of AI Infrastructure
- 8 more episodes that year, every mention in 2025 →
2024 4 mentions in 3 episodes 1 per episode
2023 1 mention in 1 episode
2022 3 mentions in 1 episode
2020 1 mention in 1 episode
2019 44 mentions in 10 episodes 4 per episode
- a16z Podcast | The API Economy -- The Why, What, and How
- a16z Podcast | The Evolution of Payments
- a16z Podcast | The Movement of Money
- a16z Podcast | Technological Trends, Capital, and Internet 'Disruption'
- Founding Stories: Synapse
- Founding Stories: Anchorage
- a16z Podcast | Containing the Monolith -- From Microservices to DevOps
- a16z Podcast | Why Crypto Tokens Matter
- 2 more episodes that year, every mention in 2019 →
2018 9 mentions in 4 episodes 2 per episode
2017 4 mentions in 1 episode
Everything said about Stripe, oldest first
Oct 26, 2017 bullish
Rampell: Stripe will continually launch new financial services using merchant distribution
“Stripe will continue rolling out new products and services because they own the distribution layer for what is often pejoratively considered a very low margin commodity business, and that might be true, but they have a great engineering team on top of that.”
Mar 10, 2018
Casado: Half of Silicon Valley billboards feature API-first companies
“Now if you go up and you look at the billboards about half the time, you'll see that there are companies whose primary interface is an API. So for example, you have Twilio, you have Stripe, you have Braintree, you have PubNub, like all of these are billboards …”
May 4, 2018
TrialPay Should Have Built Core Payment Infrastructure Before Promotional Features
“If we had to do it over again, the way to have potentially built trial pay would have been to say, let's build Stripe first, and then after that gets critical mass, after we have distribution for this thing that is In many respects, a commodity. I mean, I don'…”
Jan 2, 2019 positive
Collison: Lyft drivers use Stripe Express Pay for instant debit payouts
“We worked with Lyft back a couple months ago to roll at Express Pay, where rather than just kind of sending money to their drivers via bank transfer, they can send it instantaneously to their drivers kind of directly over debit card rails, and now almost half …”
Jan 2, 2019 positive
Jan 2, 2019 bullish
Collison: Stripe uses browser JavaScript signals to detect fraud better than banks
“When we're looking at blocking fraud, we're doing stuff like, you know, looking at the, you know, we have JavaScript running on the end customer's web browser, and so we can tell a lot more about the veracity and is this customer who they claim to be than your…”
Jan 2, 2019
Jan 2, 2019 positive
Jan 2, 2019 bullish
Collison: Software will evolve to create a unified revenue platform category
“The way we see the world, there is no revenue platform right now, and if you look at all the products that we have been building, better analytics on the revenue data that you have in Stripe, a source of truth billing system, things like that, it's moving in t…”
Jan 2, 2019 negative
Cordova: Shopify CEO admitted replacing Stripe would severely delay company goals
“Their CEO said it on, like, an earnings call. Fairly recently, that getting to a point where you say, like, we want to bring this in-house, like, sure, we could do that, definitely something that Shopify could do, but it would effectively require them to get a…”
Jan 2, 2019 positive
Mariotti: Stripe pioneered the now-standard three-column API documentation layout
“I think Stripe did a great job back in like five, six years ago on documentations because they were, I think, the first one to innovate in such a simple thing. But it looks simple, but actually very complex to make it easy to digest by having a three column st…”
Jan 2, 2019 positive
Cordova: APIs allow startups to focus entirely on core product competencies
“So maybe 1015 years ago, you used to need to have someone who knew how to do bookkeeping or accounting and payments and shipping and all of these different services to get up and running. And now you can purely focus on your core competency and like building y…”
Jan 2, 2019 positive
Cordova: Shopify chose Stripe over building end-to-end payments infrastructure
“Shopify, rather than, like, building their own payments infrastructure from end to end, said, rather than building it ourselves, we'd rather go down the path of working with Stripe and building on top all of the technology that we have to offer.”
Jan 2, 2019 positive
Cordova: Lyft scaled via Google Maps, Twilio, and Stripe APIs
“Rather than having to build, like, mapping and logistic services, they're integrating with Google Maps. Rather than building out, like, a push notification or phone verification system, they're using Twilio. Rather than having to build their own payment servic…”
Feb 28, 2025 negative
Ayrey: Most LLMs hardcode API keys when generating integration code
“The piece about, ah, like secrets in code was some interesting research we did. Basically, we just went out and asked all the LLMs, write me an integration with GitHub, write me an integration with Stripe, and the vast majority of them hard coded the API key d…”
May 31, 2025 neutral
Jul 9, 2025
Aug 22, 2025 bullish
Wang: AI-native companies reach $100M ARR faster than SaaS predecessors
“The first thing I'd call out that seems, that sort of just jumps off the page is that the AI native companies are far outpacing their SaaS counterparts and you can see it in terms of new companies blowing past this golden metric of time to a hundred million of…”
Sep 4, 2025 positive
Oct 16, 2025 positive
Nov 7, 2025 positive
Adam D'Angelo: Subscriptions allow AI startups to monetize immediately without scale
“Like you couldn't build a good ad business until you got to 1,000,010 of millions of users. And now with subscriptions, you can just charge right away. I think especially thanks to things like Stripe that are making it easier. And so that, that, that's also ma…”
Mar 6, 2026 positive
Rampell: Seat Pricing Predictability Simplifies Enterprise Sales Scaling
“Workday has the, it's predictability in both directions, right? It's predictability for the spender of the money, which is the customer. But it's also the predictability for the management team, knowing that you should spend your time trying to sign up GE, and…”
Aug 17, 2026 positive
Aug 17, 2026 positive
Aug 17, 2026 bullish
Aug 17, 2026 bullish
Aug 17, 2026 negative
Aug 17, 2026 positive
Aug 17, 2026 bullish
Gaybrick: Stripe and DoorDash Are Adopting Tempo As Default Blockchain
“Still in the early stages of building out, getting a lot of great traction. You were working with companies like DoorDash, you know, making it sort of the default, but not only blockchain in Stripe and feeling very optimistic about it.”
Aug 17, 2026 bullish
Aug 17, 2026 positive
Aug 17, 2026 positive
Gaybrick: Using AI Merely to Cut Costs Shorts a Company's Potential
“I think a lot of companies have skewed in that direction where they've seen this new, you know, agentic efficiency and power as a way to optimize cost structure. You've saw some layoffs, you saw, you know, companies shrinking OpEx. And our belief is that it's …”
Aug 17, 2026 positive
Aug 17, 2026 bullish
Aug 17, 2026 bullish
Gaybrick: Stripe Minions generated 7,000 weekly PRs, roughly 30% of Stripe total
“And so we blogged about minions, I think in January, February, and they were doing 1200, you know, PRs per week. And last week, I think 7000 PRs came from minions. And about 30% of our PRs in that week came from minions.”
Aug 17, 2026
Aug 17, 2026
Gaybrick: Stripe heavily invests in simulated customer environments for internal dogfooding
“And so we actually invest a lot in simulating the usage And so you can point to an account and say, you know, give me something that looks like that. But make it, you know, completely PII, you know, free, you know, randomize the growth rates so I don't actuall…”
Aug 17, 2026 positive
Aug 17, 2026 bullish
Gaybrick: Stripe Internal AI Tool Kai Boosted Seller Productivity by 20%
“We have a tool internally called Kai, which is our sort of knowledge AI tool, and we,
Built it, I don't know, maybe six months ago, two people built it.
now, 83% daily actives or sorry, 83% weekly actives, about 60% daily actives at Stripe.
seller productivi…”
Aug 17, 2026 positive
Gaybrick: Stripe Projects Was Built Primarily by One Senior Engineer
“Stripe Projects was, you know, basically a PM and one of the, a very senior engineer, and a few weeks, and a couple of other engineers who jumped in as well. So I want to give them due credit, but most of the PRs came from one guy. It's got Alexander. Now he's…”
Sep 10, 2026 positive
Kha: Every a16z Fund I LP kept holding Stripe after 16 years
“Actually, very famously a year and a half ago or so, we went to our fund one LPs. At that point in time, the fund one was 16 years old, and we had this position in Stripe that we invested at the seed stage. And we asked all of our LPs, like, hey, do you want l…”