Stripe

“We've had like the first startups now launch off of Bolt entirely where this, you know tomorrow I'm doing a live stream with this guy named Paul, who he's built an entire CRM using this thing and, you know, with backend, et cetera. And you know, people have ma…”

“Yeah, so it's very similar philosophically, right? So Stripe, you know, can build elements and check out, and not every business needs to rebuild, right, the pieces that are really common, and I think we see the same with chat. We see chat being built over and…”

“What's interesting about SaaS is The churn is churn from the entire vertical. In AI, they're just churning from that company and flipping to another company. And then if you keep watching them a few months later, they flip back to the first company.”

“If you squint at the data, you can actually see that these AI companies On a per company basis have slightly lower retention than the SaaS companies.”

“Like we were looking at the top hundred grossing AI companies on Stripe and like the median was in 55 countries at the end of their first year and over a hundred countries at the end of their second year, which is like Twice as global as the SaaS wave from thr…”

“So we've actually been leaning in really hard on, we call it tool shed, but it's like a, it's like an internal like MCP server that basically has access to like all the Stripe tools. And, you know, what I like about that is like, and it's managed centrally, li…”

“Last year the companies on Stripe grew seven times faster Than the S and P 500.”

“Then you have a foundation model. Each, you know, charge becomes this like dense embedding. You start to see these Clusters sort of pop out and, you know, in real time that they're card testing and you can block them. So yes, it is happening on the charge path…”

“A year ago, Perplexity launched a travel search and booking agent. Did you guys see this? Yep. That is also powered by Stripe.”

“What we call embedded projects, projects where you take a couple people from a product or infrastructure team and a couple people from the experimental projects and group them together are more likely to reach escape velocity.”

“The primary thing that I, well, There's many things I care about, but like a very concrete non-negotiable is if an LLM was used in the generation of this content, please cite the LLM.”

“Increasingly what we're seeing from the AI companies on Stripe is they do want to have healthy Unidec. I mean, let's not talk about like the big labs that are pouring crazy money into research, but if you're talking about like the vertical kind of wrappers, wh…”

“And when you think about what we're looking at on the order of 1.3% of global GDP. About 1.4 trillion dollars a year is processed on Stripe.”

“65, 70% of engineers use them on the day to day.”

“I mean, we are, we see like 50,000 transactions a minute.”

“Like, Link just passed, two hundred million consumers, so it's not a small network, but what I think is more interesting is in the case of AI, it's a very, very dense network.”

“When you look at most of the top hundred AI companies on Stripe, their revenue per employee is Unlike any other business, including public companies who are known for being incredibly efficient companies.”

“One cohort that we looked at was the hundred highest grossing AI companies on Stripe. And you kind of need a reference point. And so we were like, let's compare them to the hundred highest grossing SaaS companies from five years prior. And we looked at things …”

“So we actually had like more than two dozen applicants for this evals RFP. Shawn 'Swyx' Wang: There's no way you can evaluate all of them. Emily Glassberg Sands: Well, we actually, we did. So they wrote like nice one pagers. We read them all. We narrowed it do…”

“So if you look at the Forbes AI-fifty, all of the Forbes AI-fifty who monetize online monetize through Stripe.”

“Or we use, like GPT-IV-O, and it was, like, kind of a little bit expensive to justify the humans that it was replacing for a particular risk-related task, but then next thing we know, like, O-three mini is out, and it's, like, you know, three million dollars a…”

“We have, like, 900 people who use it a week. We have tried to focus the people who use it mostly on technical folks who know the domain for exactly the reason you were citing earlier, which is it could get the answer fundamentally wrong, and technical folks ar…”

“The LPM team, it took them two weeks for the first one, but they just launched a new pan-European payment method, which In two weeks, using an LLM to, like, build that integration, and I think they'll probably, you know, have it down to a day or two within, wi…”

“We evaluated Tekton. This was a couple of years ago now. At the time, we couldn't wrap our heads around using it on the charge path, just from like a latency and reliability perspective. Like we've got to be operating at six nines. We got to be like, Decisioni…”

“Lovable accepts Link. 58% of Lovable's volume flows through Link. So, for every three people who are buying on Lovable, two of them are buying with one-click Link checkout because they already have a Link account, and I think that just like gives you a flavor …”

“8500 stripes a day use. Are LLM-based tools. Okay, there's like only 10,000 Stripes.”

“I was working at Stripe, as you mentioned, and we had the opportunity to put some of the very first AI agent systems in the world into production.”

“I was chatting with folks at Stripe last week and saying, hey, you got to make the Stripe CLI actually tell agents what they can do on Stripe because that way they're going to use more stuff on Stripe. I think this is a real trend for the entire industry.”

“Basically like I would have like this maybe big AI page post about chat base, and I would see Stripe like maybe a few hours later go up by like 3000 MRR from just that one post.”

“We have like nine of the 10 top Public tech companies as customers and like four of the six top banks and like Uber and Stripe and so on, all these companies using Sourcegraph for code search.”