John and Patrick Collison on Stripe's Growth, Agent Commerce, and the Future of Software

John and Patrick Collison on Stripe's Growth, Agent Commerce, and the Future of Software – The a16z Show

Mentioned

Bullish

STRIPE— Stripe experiencing accelerating growth with 34% increase last year, seeing a 'phase transition' in 2025 with more businesses and better performance per business, potentially marking 'the first quarter of the singularity'
STABLES— Stablecoins will be critical infrastructure for massive agentic commerce wave requiring billions of transactions per second
AIMODELS— AI adoption showing real economic impact with executives unable to go back to pre-AI methods, driving fundamental shift in software economics

Not investment advice.