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Back to John Collison, Stripe: AI Agents Will Rewire the Internet, with John Collison.

How Does John Collison Think Agents Will Change Online Commerce?

John Collison says agentic commerce is a complete rewiring of how businesses sell. People's agents will do a huge amount of the commerce for them, and artificial intelligence product research surfaces niche brands. Artificial intelligence discovery becomes the new point of aggregation, so a well reviewed product can shoot up in the rankings.

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John Collison, Stripe: AI Agents Will Rewire the Internet ·

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More from this episode

  1. How Much Payment Volume Did Stripe Process in 2025?John Collison says Stripe processed one point nine trillion dollars in 2025, up thirty-four percent.
  2. Why Will Artificial Intelligence Bring More Breaches?New models have really advanced cyber capabilities, and the adversary landscape is getting better quite quickly.
  3. Why Does Stripe Refer to January 1 2026 as Day One of the Singularity?Stripe started referring to January 1st 2026 as day one of the singularity because the end of last year brought a holy crap moment for coding models and…
  4. Why Do Developers No Longer Integrate Stripe by Hand?Stripe spent the years up to now making the developer experience easy, including minute details of the documentation and how upgrades work.
  5. Why Did Stripe Buy Bridge and Privy?John Collison says Bridge and Privy were in crypto.
  6. Why Won't John Collison Share Stripe's Artificial Intelligence Volume?Stripe's goal is to increase the GDP of the internet, and a lot of the growth now comes from artificial intelligence, but John Collison will not say the exact…
  7. When Does John Collison Buy a Skill Instead of Building?John Collison says Stripe is more likely to build something that sits in the core of Stripe.
  8. What Is John Collison's Biggest Lesson From Seventeen Years Building Stripe?John Collison's biggest lesson from seventeen years building Stripe is that there are no shortcuts. Stripe never had a South by Southwest breakout moment.
  9. How Does Stripe Avoid Going Adrift in Product Development?Stripe has a set of operating principles. The first one is users first.

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