Introducing Muse, the personal agent that understands your goals and works 24/7 to get things done for you.

We just received conditional approval from the U.S. OCC for our U.S. national bank charter

We’re excited to release Muse Spark 1.3 with improved performance on agentic and coding tasks, and a focus on real-world usability. Key capabilities: → Sustains longer-horizon work across multiple workflows in a single thread → More actively collaborates with users: it asks clarifying questions, flags when it's stuck, confirms before consequential actions → Better calibrated on its own limits instead of hallucinating outcomes → ~20% fewer tool calls and ~25% fewer tokens vs. Muse Spark 1.2 in internal comparisons

Robinhood Chain: two months in. 🔷Total DEX volume: $34.6B 🔷Protocol TVL: $1.27B 🔷190+ Stock Tokens live, with $3B+ in cumulative DEX volume 🔷Total transactions: 576M 🔷Total addresses: 12.3M 🔷Perps trading on Lighter: $7.29B in total volume Gratitude to every user and builder behind the numbers. Onward.

We're open-sourcing Claude Commerce Agents. This is a blueprint for building shopping and merchant agents, with reference implementations across retail, travel, telecom, and entertainment.

Non-sports volume on @Kalshi continues to accelerate significantly

Seven months since Big Ideas 2026, and our AI charts need updating. @downingARK, @JozefARK, @DMaguireARK, and @varshikaARK cover four main topics in the mid-year AI review: compute buildout, power, consumer monetization, and agent efficiency. Watch now! youtu.be/99F0OkPxj4Q?si=Sctc…

We ordered a Zipline drone delivery. @TashaARK shares our thoughts.

Instinct + Stripe Instinct users who make purchases spend over $1300/month on average through Instinct. Using Instinct to make high value purchases is a sign of trust that we deeply value. We’re partnering with Stripe to deliver a more seamless payment experience. Instinct has enabled use cases that involve payments including: - Planning and booking international trips - Ordering weekly groceries and household essentials - Booking yoga classes, ski tuning sessions, doctor’s appointments, car part repairs, and more - Getting you the best price for anything you’re looking for

Shipping a 40 foot container cost $1,420 in 2019. Two years later it hit $10,377. James, CEO of Zest, lived through it. He asked us to list container freight, so he could hedge the thing that nearly took him out the first time. Big companies have had freight derivatives for decades. Now a tea company with 20 employees does too.

We're happy to announce that @clerkyinc has agreed to join @stripe! We started Clerky more than a decade ago because we believed startups and their attorneys should be able to get routine startup paperwork done quickly, easily, and without causing problems for legal due diligence. As startup attorneys in Silicon Valley, we saw how our clients would try to get paperwork done faster and cheaper, but ended up paying us more in the end to fix everything. We started Clerky to provide the experience our clients were looking for, but with our legal expertise built into the products. Today, Clerky is the most popular online legal service for top startups and their attorneys. Clerky startups account for 23% of all Silicon Valley seed / pre-seed financings and have raised over $140 billion in aggregate venture capital. Hundreds of attorneys and paralegals are working with their clients on Clerky. Startup formation on Clerky grew 6.5x faster in the past year than our historical average. Along the way, we’ve gotten to know many platforms in the startup ecosystem, including Stripe. The more we got to know the team at Stripe, the more we found similarities, not only between our culture and beliefs, but also in our shared mission to help the startup ecosystem. As a part of Stripe, Clerky will continue to build on this momentum with the same team and the same focus we've always had: helping high-growth startups and their attorneys get routine legal paperwork done safely. And we’ll continue providing the same high level of service to startups and attorneys that we do today. We know that startups trust us with their most important legal paperwork and rely on us in their most important moments. Stripe has spent over 15 years building infrastructure that startups depend on and is one of the most startup-aligned companies in the world. With this strong fit, we're very excited for Stripe to be our long-term home. Thank you to all the startup founders and attorneys that have been a part of our journey to date. We all want life to be easier for startups, and your support has always been critical in enabling our work toward that. We'll now have more resources to leverage in building new products and features for you, and we can't wait.