Stripe spends ~1% of opex on AI tokens, plans to ramp to 15–20%, says Collison
broodsugar · x · 2026-10-31
Quoting Stripe CEO Patrick Collison: Stripe currently spends 1% of its opex on AI tokens and plans to ramp that to 15–20%. He believes 10%+ of opex on AI tokens will become the new normal for most companies, citing Jevons paradox — we're still early. The poster adds that the same will hold for physical businesses, with whole percentage points going to physical AI within five years.
Related event: Stripe Spends 1% of Opex on AI Tokens, Plans to Raise It(2 posts)→
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