Stripe Co-Founder: AI Agents Will Rewire Internet Commerce as Stripe Hits $1.9T, Up 34%
jeff_weinstein · x · 2026-10-07
Stripe co-founder John Collison argues AI agents will completely rewire internet commerce, with the company rebuilding itself for a web where AI agents, not humans, increasingly transact.
Key points:
- Stripe processed $1.9T in payments in 2025, up 34% year over year.
- New company creation is at its highest rate in recent memory; the 2026 Atlas cohort is tracking 5x the revenue of the 2025 class, which Collison ties to AI.
- The interview covers agentic commerce, computer use as "the ultimate backwards compatibility layer for the real world", cybersecurity, and why Stripe sees 2026 as the start of the "singularity epoch".
- Recent acquisitions Bridge + Privy bring crypto-native infrastructure relevant to agent payments.
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