The Ledger
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Stripe's Shared Payment Token works across competing processors like Adyen
“Shared payment token is a new payments primitive that is wallet agnostic, and by the way, also payment processor agnostic. You can pass it over to Addian or whoever else you have. It doesn't have to be processed on Stripe.”
AI startups reach $30M ARR five times faster than legacy SaaS
“The AI startups in the cohort that Stripe measured took 11 months to reach one million in ARR after their first sales on Stripe versus 15 for the previous generation of SaaS businesses, and then maybe more impressively, you know, scaling to more than thirty mi…”
Stripe's first live agentic commerce volume was on Perplexity Shopping
“In the first version of agentic commerce, which for us I believe the very first meaningfully live volume was on perplexity shopping.”
Stripe processed $1.4 trillion in 2024, representing 1.3% of global GDP
“Last year, companies processed about 1.4 trillion dollars on Stripe. To put that in perspective, because it's a lot of zeros, that's about 1.3% of Global GDP. And that number grew 38% year over year in what many experienced as kind of a rocky macro climate.”
AI photo editor PhotoRoom reached $50 million ARR in three years
“They went from, I think, zero to fifty million ARR in three years. They already sell into a 184 markets.”
Sands: ElevenLabs recently transitioned from subscriptions to a pay-as-you-go model
“And 11 Labs is another example, like, they went through the exact same thing, literally, like, started with subscriptions, they recently moved to this sort of pay-go plan and this is just a pattern that we see playing out pretty much everywhere in the AI space…”