Stripe spends 1% of OpEx on tokens — bull case for digital labor
zephyr_z9 · x · 2026-10-30
The author pushes back on "AI is over" takes, arguing agent teams are a new vector of scaling laws and people mistake stock prices for tech signals. Key data: Stripe's John Collison says Stripe spends 1% of OpEx on tokens with line of sight to "tens of points"; Anthropic customers average just 0.1% of OpEx — making Stripe a leading indicator. Conclusion: AI can already do a large share of many jobs; digital labor is real.
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