Discussion

• @matthuang Matt Huang on x

  Stripe on the singularity “We're reminded of the phenomenon of falling into a large black hole. If you ever experience that particular misfortune, you won't actually feel anything special at the moment you cross the event horizon: the path is locally smooth, even though the

• @collision John Collison on x

  In our annual letter, we describe the progression we expect in agentic commerce. You tend to hear the later levels discussed in the hype, but we're already seeing lots of activity in levels 1 and 2 of agentic commerce. Read more: https://stripe.com/... [image]

• @backseatvc Jen on x

  More than a page of Stripe's 2025 annual letter is dedicated to stablecoins 🔥 [image]

• @tempo @tempo on x

  Tempo mentioned [image]

• @ruxandrateslo Ruxandra Teslo on x

  Clinical trials as barrier to drug development in the AI era. Technologies are only as powerful as the institutional and cultural frameworks in which they operate allow them to be. Software doesn't have to worry about this as much, but atoms innovation doesn't have this luxury [i…

• @patio11 Patrick McKenzie on x

  Stripe's annual letter is out: https://stripe.com/... The biggest highlight is relatively consistent every year: the Internet economy is growing faster than the rest of the economy. This has compounded for enough years that it is essentially _the_ growth engine in places.

• @scp_hughes Samuel Hughes on x

  Remarkable. [image]

• @stripe @stripe on x

  Our 2025 annual letter

• @ernietedeschi Ernie Tedeschi on x

  For @stripe's 2025 annual letter released today, we dug into a ton of macro data. One pattern jumps out: the economy is sorting winners and losers faster than before. As @collision put it—"the sorting machine is whirring faster". /1

• @collision John Collison on x

  The internet economy is speeding up! We just released our annual letter, detailing everything we're seeing with startup formation, agentic commerce, stablecoins, and lots more. https://stripe.com/...

• @jsfranklin221 Jared Franklin on x

  “Is 2025 an anomaly or the beginning of a new regime? Time will adjudicate, but our best guess is that the 2025 acceleration is the start of a larger inflection in entrepreneurship and creativity facilitated by advances in large language models.” https://stripe.com/...

• @gaybrick Will Gaybrick on x

  The internet economy is speeding up: new businesses on @stripe in 2025 are by far the highest performing and fastest we've seen, growing around 50% faster than the 2024 cohort. [image]

• @bswud Ben Southwood on x

  How lucky I am to work for a company like this! [image]

• @jeff_weinstein Jeff Weinstein on x

  Our @stripe 2025 letter: - $1.9T volume (1.6% of global GDP) - 5M businesses - 1 in 4 new DE corps via @atlas - '25 cohort growing 50% faster vs. '24 - 2x users w/ $10M ARR in 3 mo - 57% of new users non-US - 200M @link users - Loans to 81K biz - 100K vibe'd sandboxes - 3K words

• @jevgenijs @jevgenijs on x

  “Last year, businesses running on Stripe generated $1.9 trillion in total volume, up 34% from 2024, and equivalent to roughly 1.6% of global GDP.” 👏🏻👏🏻👏🏻 Stripe's 2025 Annual Letter: https://stripe.com/...

• @sarthakgh Sar Haribhakti on x

  Stripe's annual letter is out! Last year, businesses on Stripe processed $1.9T in volume (+34% YoY) ≈ 1.6% of global GDP The 2025 cohort is the strongest ever: 50% faster growth vs 2024 on average Stripe now supports: 5M+ businesses 90% of DJI, 80% of NDX, 25% of Delaware

• @adrianweckler Adrian Weckler on x

  Stripe revalued at $159bn (€135bn) after staff tender. $1.9tn payment volume, up 34% Spoke to John Collison. - Housing/infrastucture: “people should be fed up” - Banks not lending enough - US Trump tariffs + he spoke about interviewing Elon Musk https://www.independent.ie/... [im…