John Collison

Stripe processed more than a trillion dollars in payments last year.

It grew 34%.

And according to Patrick Collison, 2026 Q1 may be looked back on as the first quarter of the singularity.

That's not a marketing line.

It's what the data is showing.

The 2025 cohort of businesses on Stripe is larger and performing better on a per business basis than any prior cohort.

And the trend is accelerating.

In this conversation recorded live on TVPN, John and Patrick Cullison walk through what they're actually seeing in the real economy.

why agentic commerce will require blockchains capable of billions of transactions per second, and a reframe on software itself, from mass-produced product to something bespoke, cooked fresh at the moment of use, like pizza.

This conversation originally aired on TBPN, hosted by John Coogan and Georgie Hayes.

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When you're driving around or being driven around, say, you know, we think about what we're building as a driver.