I sat down with @natebjones to discuss how @Stripe is building economic infra for AI. We cover:
-Trust in the agentic economy
-Why @patrickc refers to 1/1/26 as day one of the singularity
-Building with @cursor_ai to stop fraudsters from stealing tokens
piped.video/YTG0rdHPTDE?si=KdPF…
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At the speed with which AI can change the economy, quarterly reports are too laggy. The @stripe SaaS Index is weekly, same-business pay-in volume across ~72k SaaS companies--so it moves right alongside demand.
And here's what it's telling us: SaaS growth accelerated straight through the SaaSpocalypse selloff. Yes, accelerated. So more like a RenaiSaaS.
Our SaaS Index is a weekly measure of non-AI SaaS payments processed on Stripe. We constructed it to be robust to Stripe's own business mix: it's compositionally-adjusted over time & filters out extreme ramp-ups/downs. We plan to update it weekly here. /2 stripeeconomics.com/p/stripe…
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The hard part of enterprise AI has little to do with the models; it's permissions, context, and governance.
Sharadh on how a two-week v1 from 1.5 engineers became the thing 10,000+ Stripes now use every week. (And how years of boring platform work is what made it possible.)
If you're interested in solving hard, technical problems at scale, we're hiring! stripe.com/careers
The team at @stripe is setting the standard for internal AI platforms: minion coding agents, a custom prototyping rig, and now their company brain, Kai.
On today's episode of How I AI, Sharadh shows us how 1.5 engineers and 2 weeks got them a company brain, including:
- projects as governance
- skill routing + telemetry
- a skills platform that works for 10k teammates
Plus, he and I debate the merits of gentle parenting your AI (esp when your company is running evals.)
Full episode on YT: piped.video/watch?v=AbZODZ_4…
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Emily Sands retweeted
New from @llamamrama on Stripe Economics on the geography of new business formation in the AI era.
A plausible hypothesis was that AI-era businesses would value agglomeration effects more. But so far, post-2024 new businesses are even more disbursed.
stripeeconomics.com/p/ai-and…
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Coding tools changed what’s possible for engineers. We took that same model and asked what could give more Stripes—sales, finance, ops—that same boost. Here’s how we built Stripe’s Knowledge AI Platform.
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I went back on @mattturck’s podcast to talk about the state of the AI economy from Stripe's front-row seat, and how we’re building the economic infrastructure for AI.
Empowering agents, monetizing tokens, vibe-deployment, token theft, and how company-building is changing.
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Emily Sands retweeted
"The age of the solopreneur" by @stripe's in-house economist @ernietedeschi.
stripeeconomics.com/p/the-ag… and some of the charts to save you a click.
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We’ve long heard from users that they want to discover and connect with other businesses on @stripe. So we built Stripe Directory to help businesses with just that: distribution and discovery by humans and agents alike!
Try it out using the Stripe CLI or install the skill. And if the business supports Stripe Projects or MPP, Directory also returns everything your agent needs to integrate on the spot.
Introducing Stripe Directory, a new way for you (and your agents) to search for businesses on the Stripe network.
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checking your dashboard 47 times a day is cute. this guy vibe coded a physical MRR counter using our Analytics API and put it on his bookshelf. different species.
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