Stripe Data: Software Creation Explodes, Defying Commodization Thesis
a16z · x · 2026-08-18
Stripe CPO Will Gaybrick countered the thesis that software is becoming commoditized, citing data showing an explosion in software creation and faster monetization.
- Growth Trends: The 2026 startup cohort is 50% larger and growing faster than 2025, which itself was 70% larger than 2024.
- Contrasting Views: While some fear AI will lead to recursive model generation and homogenization, Stripe observes continued innovation and vitality in the sector.
Related event: Stripe President: AI Agents Write 30% of Code, We're Hiring More, Not Less(7 posts)→
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