Stripe, every mention

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every year anyone John Collison 262Henri Stern 14Garrett Langley 11Bret Taylor 9Satya Nadella 7Anton Osika 7Pieter Levels 6Patrick Collison 6Charlie Songhurst 6Kanishka Narayan 4

Verbatim, from the transcripts: the passages where Stripe comes up

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What comes after smartphones, with Evan Spiegel of Snap Apr 27, 2026 · 3 mentions

  • ▶ 20:28 John Collison The internal charts, as you can imagine, at Stripe are similar to that, where the rate of new business creation is just
  • ▶ 21:10 John Collison With Stripe, platforms can send USD stablecoin payouts across borders instantly and at much lower cost. 2 times in the scene

The economics and trends of the restaurant industry, with Tony Xu of DoorDash Apr 21, 2026 · 12 mentions

  • ▶ 8:42 Tony Xu So it was a, there are a lot of these, I mean, you, you've seen this, uh, uh, um, at Stray, obviously, a lot, where you have these moments as an entrepreneur where you have, uh, very, very, uh, low lows.
  • ▶ 30:58 John Collison So Stripe issuing is our answer to this problem. 3 times in the scene
  • ▶ 31:02 John Collison With Stripe issuing, you can use Stripe to create virtual or physical credit cards.
  • ▶ 51:12 John Collison We're talking a lot about some of these scale tech, uh, problems, and one of the ones that people might not think about is fraud, but I feel like, you know, Stripe and DoorDash obviously work together in many ways, but one of the things we…
  • ▶ 1:12:11 John Collison I think of Stripe and DoorDash as almost having grown up together, you know, founded at very similar times. 2 times in the scene
  • ▶ 1:12:16 John Collison And then you guys were early users of all manner of products, like Connect or Radar or issuing for cards or things.
  • ▶ 1:12:16 John Collison And then you guys were early users of all manner of products, like Connect or Radar or issuing for cards or things.
  • ▶ 1:12:16 John Collison And then you guys were early users of all manner of products, like Connect or Radar or issuing for cards or things.
  • ▶ 1:19:53 Tony Xu One of the things I'll never forget talking to you and Patrick about as we kind of grew up together in the years of, you know, building our companies was, you know, I think you've always, both of you have always had the idea that, you…

The world of voice AI, with Mati Staniszewski of ElevenLabs Apr 14, 2026 · 9 mentions

The history and future of AI at Google, with Sundar Pichai Apr 7, 2026 · 12 mentions

  • ▶ 27:18 John Collison This is where Stripe comes in. 4 times in the scene
  • ▶ 50:46 Sundar Pichai We felt our investment in Stripe was being a good steward of our capital.
  • ▶ 56:06 John Collison I mean, we have a little bit of this problem with Stripe, where as we add more functionality to it, just the right way to navigate this big product surface area is an AI that's read all the API docs for you. 4 times in the scene
  • ▶ 1:02:59 John Collison Say Stripe specific prompting in our case to know which tools to use. 3 times in the scene

Compliance at scale and why TAM is a distraction with Christina Cacioppo of Vanta Mar 31, 2026 · 14 mentions

  • ▶ 1:31 Christina Cacioppo So I actually think Stripe is like a little,
  • ▶ 3:56 John Collison What you're describing, I think, is, um, and I, just so commonly the experience in founders who start companies, I mean, it was our experience with Stripe as well, where we had just run into the problem before, but it's funny, uh, uh, I…
  • ▶ 12:15 Christina Cacioppo And you've probably had this at Stripe, where you wanted to use some cool new tool that, like, had no security posture.
  • ▶ 24:02 John Collison We're very familiar with this category of products at Stripe, where you have a complex web of rules that businesses need to be able to comply with so they can move on to actually improving their products.
  • ▶ 24:11 John Collison Just take tax compliance and our product Stripe Tax. 3 times in the scene
  • ▶ 29:18 John Collison And just like, you know, Stripe's an advantage because we have all the fraud data.
  • ▶ 29:34 Christina Cacioppo This is our radar.
  • ▶ 31:56 John Collison We have filled out a lot of security questionnaires at Stripe, and I think we'd be very happy if the machines could take over from here. 2 times in the scene
  • ▶ 36:04 John Collison But, you know, Stripe has a bunch of IT people. 2 times in the scene
  • ▶ 49:20 Christina Cacioppo Again, when did Stripe get us up to?

The 20-year journey to fully autonomous cars with Dmitri Dolgov of Waymo Mar 24, 2026 · 2 mentions

Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara Mar 17, 2026 · 3 mentions

  • ▶ 39:06 John Collison That choreography on CalShe is powered by Stripe Connect, onboarding participants, processing payments, routing funds, managing payouts. 2 times in the scene
  • ▶ 1:01:19 Matt Huang And I would note that, uh, Stripe, I think, benefits from being private and not having the real-time price and smoothness for employees and comp and all that.

Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board Mar 10, 2026 · 27 mentions

  • ▶ 3:25 Bret Taylor And so it's not like impossible for an agent to use those things, but the idea that you can like straight line from coding agents to writing the Stripe annual letter, I don't totally buy. 2 times in the scene
  • ▶ 10:45 Bret Taylor And then you realize if you just, uh, you know, imagine you, uh, anthropomorphize like the stripe experience, and you're like the checkout concierge.
  • ▶ 12:26 John Collison And similarly, you know, I think Patrick has wanted for the longest time in Stripe is, uh, the ability to just SSH into your Stripe account. 9 times in the scene
  • ▶ 16:07 John Collison and so it's actually not clear will the approach be Stripe builds way more APIs, 4 times in the scene
  • ▶ 28:37 Bret Taylor I'm guessing if I walked around Stripe, I would see very few tablets out. 2 times in the scene
  • ▶ 48:05 Bret Taylor Like, I don't care what database Stripe uses, you know?
  • ▶ 1:01:02 John Collison Stripe sessions is our way of helping builders see that wave up close. 3 times in the scene
  • ▶ 1:03:26 Bret Taylor If you have an AI agent that is making sales for Stripe to small businesses, and, you know, I told you I will sell, you know, one 10th the number of new, you know, little Stripe GMV, however you'd value that, um, but I'll use 3 times in the scene
  • ▶ 1:14:54 John Collison And because there isn't like a fixed amount of stuff for Stripe or any other company to do.
  • ▶ 1:28:22 John Collison I've really noticed that at Stripe.

Garrett Langley of Flock Safety on building technology to solve crime Mar 5, 2026 · 15 mentions

Reiner Pope of MatX on accelerating AI with transformer-optimized chips Feb 26, 2026 · 4 mentions

  • ▶ 27:16 John Collison Like when we write code at Stripe, we build a first version of something, and, uh, you know, then we try it out, and then we, uh, you know, refine it, and we add more functionality over time.
  • ▶ 44:36 John Collison Stripe Billing is a scalable system for usage-based billing. 3 times in the scene

Stripe’s 2024 annual letter Feb 24, 2026 · 51 mentions

  • ▶ 0:00 John Collison Dear Stripe community, businesses on Stripe generated 1.4 trillion in total payment volume in 2024, up 38% from the prior year and reaching a scale equivalent to around 1.3% of global GDP. 10 times in the scene
  • ▶ 1:13 John Collison Stripe billing is an example of such an investment bearing fruit. 4 times in the scene
  • ▶ 1:58 John Collison To newly formed upstarts, one in six new Delaware corporations incorporates with Stripe Atlas.
  • ▶ 2:35 John Collison More than half of that remaining 53 use stripe. 9 times in the scene
  • ▶ 4:55 John Collison Intercom increased conversion by 2.1% and saved countless developer hours after moving to Stripe billing.
  • ▶ 6:09 John Collison We're seeing an AI boom on Stripe. 5 times in the scene
  • ▶ 8:22 John Collison We're also making it easy for agents to spend money with virtual cards created through Stripe issuing, which allows users to approve or decline authorizations programmatically, ensuring that agents only buy what you want them to.
  • ▶ 10:29 John Collison These platforms and more than 14,000 others use Stripe to offer payment services to their customers. 2 times in the scene
  • ▶ 11:04 John Collison Vertical SaaS with Stripe Capital can help.
  • ▶ 13:50 John Collison The most effective lever we have to keep businesses safe is Stripe's reputation network. 6 times in the scene
  • ▶ 14:03 John Collison Stripe Radar develops a notion of trust for not only credit cards, but email addresses, 2 times in the scene
  • ▶ 20:34 John Collison Macro effects aside, Stripe's platform will be the best way to build with stablecoins.
  • ▶ 21:35 John Collison One might wonder, how closely do these macroeconomic figures connect to the experiences of the kinds of entrepreneurs and high growth companies that Stripe works with? 3 times in the scene
  • ▶ 23:35 John Collison Stripe Capital is not large today, but we hope to expand our offering in order to fuel the growth of Europe's firms.
  • ▶ 26:32 John Collison There are many valuable things that one can work on in the world, but hardly a day goes by without us reflecting on how fortunate we are to play a small role in supporting the collective work of Stripe's customers. 3 times in the scene
  • ▶ 26:57 John Collison If this letter has piqued your interest in how technology is remaking the world around us, consider joining us at Stripe Sessions, our in-person annual conference, taking place May sixth through eighth at the Moscone Center in San…

Stripe’s 2025 annual letter Feb 24, 2026 · 42 mentions

  • ▶ 0:00 John Collison We're interrupting your usual Cheeky Pine programming today to bring you Stripe's twenty-twenty-five annual letter, read in full, by me. 8 times in the scene
  • ▶ 0:46 John Collison 25% of all Delaware corporations are now created with Stripe Atlas.
  • ▶ 1:31 John Collison Metronome joins our revenue suite, comprising Stripe billing, invoicing, tax, and more,
  • ▶ 3:39 John Collison And based on what we can already tell from the set of businesses started on Stripe in 25, a remarkable cohort, there are no signs of the sorting machine slowing down anytime soon. 6 times in the scene
  • ▶ 5:04 John Collison We're also improving Stripe Atlas, the world's easiest way to incorporate a business, which saw a 41% increase in company formations last year. 3 times in the scene
  • ▶ 7:07 John Collison Of businesses on stride that earn most of their revenue internationally, 30% of that revenue comes from countries that are neither their home market nor one of the top 10 global economies. 4 times in the scene
  • ▶ 8:14 John Collison Even at Stripe, our issuing product is available in only 22 countries some seven years after launch.
  • ▶ 9:41 John Collison A Y Combinator founder can now receive funding in stablecoins, hold them in a Stripe financial account, and use them to pay their first engineers who could be anywhere in the world.
  • ▶ 13:28 John Collison We created Stripe Capital to help solve the global paucity of access to capital, especially for small businesses. 4 times in the scene
  • ▶ 13:34 John Collison For businesses that use Stripe to accept payments, the real-time revenue data makes for a simple input to a lending decision.
  • ▶ 16:12 John Collison Between June and October, Stripe delivered a meaningful increase in authorization rates for Microsoft using a combination of adaptive acceptance, card account updater, network tokens, and more. 5 times in the scene
  • ▶ 17:32 John Collison And AI-powered services like Stripe Radar, Optimized Checkout Suite, and Authorization Boost that quietly optimize billions of dollars of transaction volume every day. 2 times in the scene
  • ▶ 18:17 John Collison Your heads of payments almost definitely deserve more recognition, so let's maybe throw them an awards ceremony in the south of France for payments optimizations, or if you want a foggier version of that, we'd love to see them in San…
  • ▶ 22:37 John Collison Even businesses that don't process payments with Stripe can forward these tokens to their own vaults or other processors as secure credentials.
  • ▶ 26:32 John Collison The Stripe Press catalog is home to many of the people, stories, and models we think can contribute to the next set of improvements.
  • ▶ 27:41 John Collison We're as enthusiastic as ever about how vibrant entrepreneurship and wise cultures can contribute to more successful future societies, and we hope that Stripe can play a small role in that.
  • ▶ 27:51 John Collison And if you're propelling economic growth yourself, whether as an entrepreneur, a business leader, or financial infrastructure builder, we hope to welcome you at Stripe Sessions in April.

Ramp founder Eric Glyman on the many ways AI is changing corporate spending Feb 17, 2026 · 5 mentions

  • ▶ 24:48 Alex Rampell So if you want to see who owns Stripe.com in 1999, like, well, it was free in 1999, so if you invent a time machine, go run that Whois query in your, your terminal, but you can't do that. 2 times in the scene
  • ▶ 32:51 Patrick Collison This is one of the many practical ways we're seeing businesses on Stripe use stablecoins by launching card programs in many more countries and doing so in much less time than it would have taken otherwise. 2 times in the scene
  • ▶ 51:30 Eric Glyman You know, towards the end, and the thing which is so shocking, and I, I think maybe, ah, as part of why I love this, this business, and I, I think even too, I think about, ah, Stripe and many of the great businesses and, and payments that,…

Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media Feb 12, 2026 · 11 mentions

  • ▶ 7:24 John Collison Like, I get the knee-jerk reaction, and that Stripe at some level is kind of the, the anti-advertising company, and like, we're the opposite, uh, form of monetization, but, uh, I don't know, I have no particular, um, issue. 3 times in the scene
  • ▶ 44:49 John Collison Stripe Managed Payments is built for this new world, handling all that operational complexity for you, with Stripe as the merchant of record. 2 times in the scene
  • ▶ 1:00:58 Ben Thompson And all the individual publishers owning their own subscribers, having their own Stripe account, and all these sorts of bits and pieces.
  • ▶ 1:20:54 John Collison What's your Stripe feedback for us? 4 times in the scene
  • ▶ 1:21:03 Ben Thompson I think you, you introduced the billing API in 2011, which was a direct spur for wanting to do strikery and thinking this was a business model that was possible.

UK Budget 2025: Stripe + Startup Coalition Nov 28, 2025 · 4 mentions

Julia DeWahl of Antares on building nuclear reactors for the US military Nov 25, 2025 · 5 mentions

  • ▶ 25:35 John Collison Stripe's defense against fraud comes from its scale. 3 times in the scene
  • ▶ 25:45 John Collison And we recently expanded Radar to block other kinds of fraud, like free trial abuse, promotion abuse, and refund abuse. 2 times in the scene

Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom Nov 18, 2025 · 16 mentions

  • ▶ 11:36 John Collison Famous, at least in small corners of the valley, speaking of being methodical, for staying very connected to what's going on in tech here, and I remember you came and visited the Stripe office. 4 times in the scene
  • ▶ 36:31 Satya Nadella At Eli Lilly or at Microsoft or at Stripe, 7 times in the scene
  • ▶ 42:54 John Collison 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?
  • ▶ 46:56 John Collison As you know, really, uh, AI pilled when it comes to commerce at Stripe, and we think a huge amount will move here, and all the merchant conversations we're having are bearing that out.
  • ▶ 50:13 John Collison We obviously have the regular Stripe products, you know, people are using us for, you know, and this, it's particularly kind of tricky from a payments point of view because you're looking to have an AI app do payments on behalf of other… 3 times in the scene
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