John Collison

22 statements across 11 episodes · 15 bullish · 1 bearish · 4 people on the record · first statement Jul 9, 2025 by John Collison · across every show →

On the record as a speaker too: John Collison's record, appearances and statements → this page counts the times other people say the name.

Everything said about John Collison, oldest first

Jul 9, 2025 positive
Assertion Supported
Collison: Stripe had paying customers before raising venture capital
“We got our first paying customer way before we raised any money for the business.”
John Collison Jul 9, 2025 ▶ 5:04 A Cheeky Pint with serial entrepreneur Pieter Levels (@levelsio)
Jul 9, 2025 negative
Insight
Collison: Non-standard European labor laws hinder small cross-border startups
“One is where the regs are just bad, and the second is where the regulations are not standardized, where places where, you know, employment law is really annoyingly different across European countries, and so if you're a ten-person startup and you employ people…”
John Collison Jul 9, 2025 ▶ 17:26 A Cheeky Pint with serial entrepreneur Pieter Levels (@levelsio)
Aug 29, 2025 neutral
Opinion
Collison: Traditional SaaS growth benchmarks do not apply to many AI companies
“Obviously that growth curve does not apply to many AI companies.”
John Collison Aug 29, 2025 ▶ 7:43 A conversation with Lovable CEO Anton Osika
Aug 29, 2025 positive
Assertion Not checkable as stated
Osika: Lovable's new team plan acquired 5,000 paying users in one month
“Yeah, so we launched the team plan a month ago, and we've already have more than four, I think, 5000 people who paid more to get on the team's plan where you collaborate, and that's done by a company, right?”
Anton Osika Aug 29, 2025 ▶ 11:40 A conversation with Lovable CEO Anton Osika
Aug 29, 2025 positive
Assertion Not checkable as stated
Collison: Stripe is shipping 30 percent more code thanks to AI tooling
“I think at Stripe we, ah, we're, we found we're shipping 30% more code.”
John Collison Aug 29, 2025 ▶ 19:19 A conversation with Lovable CEO Anton Osika
Aug 29, 2025 positive
Assertion Not checkable as stated
Collison: Stripe PMs built viable Lovable prototypes in three hours without engineers
“I think I mentioned to you that a few weeks ago, my product management team held a hackathon and within just three hours, they had put together real viable prototypes on products that I would want to fund tomorrow. So with no eng, no design.”
John Collison Aug 29, 2025 ▶ 0:05 A conversation with Lovable CEO Anton Osika
Oct 6, 2025 bullish
Prediction Not checkable as stated
Collison: Stablecoin checkout is a few years from mass-market adoption
“I think there'll be something similar with stable coins where they'll be offered at the point of checkout way before people Become super familiar with them, but we're probably only a small number of years away from some mass market.”
John Collison Oct 6, 2025 ▶ 58:45 Tobi Lütke is still captivated by internet commerce, 20 years later
Oct 6, 2025
Insight
Lütke: Companies should make original mistakes to generate unique alpha
“You will make mistakes, make them original, so there's alpha in it, so that you accrue some additional knowledge that now is unique to you.”
Tobi Lütke Oct 6, 2025 ▶ 1:17:20 Tobi Lütke is still captivated by internet commerce, 20 years later
Oct 28, 2025 neutral
Assertion Not checkable as stated
John Collison admits Stripe was much more Patrick's idea than his own
“Stripe was much more his idea than mine.”
John Collison Oct 28, 2025 ▶ 1:11:31 Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea
Nov 4, 2025 bullish
Prediction Not checkable as stated
Stablecoins will grow 100x from their current scale, predicts John Collison
“People still have no idea how big stable coins are going to be. And I think they discount us because it feels like it's a lot of hype right now, but we're going to look back when stable coins are a hundred times bigger and just think of this moment as so cute.”
John Collison Nov 4, 2025 ▶ 1:14:32 Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy)
Nov 18, 2025 bullish
Assertion Not checkable as stated
Collison: AI simplifies conversational commerce integrations for online merchants
“What's different here is, one, you have AI. So all the integrations for the merchant are much easier. It's much less of a lift than previous Times when things like that, this have been tried.”
John Collison Nov 18, 2025 ▶ 44:25 Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
Nov 18, 2025 bullish
Prediction Not checkable as stated
Collison: A dedicated UI for finance could emerge within 10 years
“I feel like there could be a product in the next 10 years for finance people, where in hindsight, it is obviously the correct UI, but just like the spreadsheet kind of came out of nowhere as a UI, it may feel like it came out of nowhere at that time.”
John Collison Nov 18, 2025 ▶ 39:18 Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
Nov 18, 2025 neutral
Insight
Collison: Unified data pitches endure because companies neglect data infrastructure
“Part of the reason this is an evergreen pitch is because companies don't actually have all their data at their fingertips. Companies do not eat their data infrastructure vegetables.”
John Collison Nov 18, 2025 ▶ 4:39 Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
Nov 18, 2025 positive
Assertion Not checkable as stated
Collison: Stripe's elevated online business creation never dropped post-lockdown
“There's a lot of charts of the shape of Stripe, I don't know if it's this way of Microsoft, where obviously March, 2020, you saw this discontinuity, right? Much more e-commerce activity happening, and we saw the rate of online business creation because, you kn…”
John Collison Nov 18, 2025 ▶ 42:54 Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
Mar 10, 2026 bullish
Assertion Not checkable as stated
Collison: High-agency, non-expert engineers are ascendant at Stripe thanks to AI
“High work ethic people. Who maybe weren't the best engineers you know, previously or now, those people are massively ascendant, as far as I can tell, because they suddenly got the exoskeleton, you know, and like, they always have the ideas as to what we should…”
John Collison Mar 10, 2026 ▶ 1:27:58 Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
Mar 31, 2026 positive
Insight
Collison: Real-world industry experience is required to discover massive B2B markets
“You talk to university students and often their ideas for companies are pretty half-baked. Yeah, it's find my friends. It's like a college textbook exchange app, you know, but you know, there's like the five apps or whatever. Whereas so frequently what happens…”
John Collison Mar 31, 2026 ▶ 4:19 Compliance at scale and why TAM is a distraction with Christina Cacioppo of Vanta
Apr 7, 2026 positive
Disclosure
Collison: Stripe runs a weekly all-hands segment dogfooding its dashboard
“We do at our, like, little weekly All Hands Weaver recurring segment of Just Walk the Store, where we, like, click around in the dashboard together, and we're tripping over, like, why is that modal there, and that's a bit confusing or whatever, just so we're, …”
John Collison Apr 7, 2026 ▶ 21:46 The history and future of AI at Google, with Sundar Pichai
Apr 14, 2026 neutral
Disclosure
Staniszewski: ElevenLabs founders and leaders manage over 15 direct reports each
“Both me and my co-founder will have over 15 direct reports each that, that we'll work with, and most of those people will have that same scale of direct reports.”
Mati Staniszewski Apr 14, 2026 ▶ 53:15 The world of voice AI, with Mati Staniszewski of ElevenLabs
Apr 14, 2026
Assertion Not checkable as stated
Staniszewski: ElevenLabs voice models operate on text and audio tokens simultaneously
“In our models now, it's going to be a combination of not only operating on phoneme level, you also operate on the text level. You operate kind of, In both in sync, because when you are predicting the context, you need to understand how that sentence will get c…”
Mati Staniszewski Apr 14, 2026 ▶ 5:45 The world of voice AI, with Mati Staniszewski of ElevenLabs
Apr 14, 2026 positive
Disclosure
Staniszewski: ElevenLabs embeds technical leads into non-technical teams like talent
“Even in non-technical teams, Having a technical resource. So, you know, we will have a person in ops or in talent that will, we have effectively a tech lead for that team. That helps them automate a lot of that, that, that work and helps up level the rest of t…”
Mati Staniszewski Apr 14, 2026 ▶ 54:26 The world of voice AI, with Mati Staniszewski of ElevenLabs
Apr 21, 2026 bullish
Opinion
Collison: Stablecoins are already the best option for cross-border payments
“Two places that we're seeing tons of interesting stuff is one, any kind of cross-border use case, where if you want to send money to a hundred countries, it's already the case that stablecoin's a much better way to do that than anything else. And that's where …”
John Collison Apr 21, 2026 ▶ 1:20:44 The economics and trends of the restaurant industry, with Tony Xu of DoorDash
Apr 21, 2026 positive
Disclosure
Collison: Stripe is building Tempo for scalable AI agent crypto payments
“The second, and this is where Tempo, our new initiative, That you guys were nice enough to work with us on is coming in is very scalable crypto payments, and obviously agents is what we have in mind as we're developing Tempo, where, you know, if you want to pa…”
John Collison Apr 21, 2026 ▶ 1:21:03 The economics and trends of the restaurant industry, with Tony Xu of DoorDash
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