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    a16z Highlights Stripe Data on AI Software Growth

    a16z posts highlight Will Gaybrick comments on Stripe data and AI tools.

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    10 Sources, 44d ago, first seen 44d ago

    TLDR

    a16z shared multiple posts quoting Stripe President of Technology Will Gaybrick on AI and coding. Gaybrick stated company data shows software creation accelerating rather than facing severe commoditization. Posts reference a discussion with David George covering agentic coding compared to 1940s plastic injection molding and a build everything mindset. Jeff Weinstein highlighted a 60 minute segment on Stripe building with AI. Rohan Paul noted Gaybrick describing a version of Jevons paradox where engineer output rises yet software backlog grows. The posts present these as observations from the conversation.

    Combined views

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    10 Sources, first seen 44d ago

    Combined views

    227.2K

    10 Sources, first seen 44d ago

    944 likes
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    82 comments
    664 saves
    70 reposts

    Sentiment

    Positive——Negative

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    Not enough discussion yet.

    No sentiment analysis available yet.

    10 Sources

    @DavidGeorge83Stripe’s strategy is to “win all the startups and then win them again.” I had a great time talking with @gaybrick. Will has held a broad seat at @stripe for more than a decade, joining as CFO in 2015, and today leading Technology and Business. This makes him the right person to explain how Stripe went from a simple payments API to a platform with ~25-30 banner products and 288 launches at its most recent Sessions event. Here’s what their strategy looks like: -Companies like DoorDash and Instacart started on Stripe when they were tiny and pulled the company upmarket as they expanded. -The fastest startups act as canaries for new product opportunities. Cursor surfaced a burgeoning problem of AI free-trial and token abuse; so Stripe built a token detection pipeline with the team in a weekend, and the resulting network now helps companies on Stripe’s platform block thousands of fraudulent trials daily. -Stripe keeps expanding the number of needs it serves inside each company, from Billing, Radar, and Tax to Managed Payments, Treasury, and stablecoin infrastructure. There is a large and timely lesson from Stripe which I strongly agree with: using AI solely to reduce cost is essentially going short your own company. Instead, companies should be using AI (and the tailwinds it creates) to ship more, serve users better, and create their next product line. And as Stripe continues to invest in agentic commerce, the company can move from processing a transaction to orchestrating the entire economic loop around it. The line between tokens and dollars is already blurring, and Stripe’s next mandate is to make moving between them as seamless and safe as moving between dollars and euros. A fun conversation about what it takes to build the next Stripe inside Stripe. @a16z
    @a16zA common thesis is software gets severely commoditized from here on out. Stripe's Will Gaybrick says their data shows the opposite: "It's plausible. We're either in the singularity or creeping towards the singularity, and it's very hard to estimate what a future looks like where models are recursively generating models." "But we are seeing the exact opposite right now, where software creation is exploding. Customers are monetizing faster than ever." "Our 2026 cohort is 50% larger and growing faster than the 2025 cohort. That one being 70% larger and growing faster than the 2024 cohort." @gaybrick @stripe @DavidGeorge83
    @gaybrickI sat down with @davidgeorge83 @a16z to talk about all things Stripe and agentic coding as plastic injection molding in the 1940s. You'll have to let me know if the analogy works. We went into: - Taking a "build everything" mindset to meet this moment of immense human empowerment - Why agentic commerce hasn’t yet had its Opus 4.5 moment - Scaling taste And much else besides.
    @jeff_weinsteinRT @gaybrick: I sat down with @davidgeorge83 @a16z to talk about all things Stripe and agentic coding as plastic injection molding in the 1…
    @rohanpaul_aiStripe is seeing a version of Jevons paradox: engineers can build far more in less time, yet the backlog of software worth building appears to be growing with them. Will Gaybrick, President of Product & Business at Stripe, discusses how AI is changing the way Stripe builds products ---- From "a16z" YouTube channel, (full video link in comment)
    @VirtualElenain my mid-20's, a time when about half of my friends hated their jobs (a very normal phenomenon if you're in your mid-20s), i noticed a group of people my age who looked extremely happy and actualized at work. and all of these people somehow seemed to work at stripe. i'll call out @tamarawinter and @orbuch specifically as some of the first people who made me realize that it was possible to be 25 years old and do *singular* work every day, and not just whatever garden-variety boilerplate the company demands. this podcast with @gaybrick and @DavidGeorge83 helps explain why this was, and still is, the case. will says stripe increasingly is a platform for founders internally, just as it's always been a platform for founders externally. he wants each employee to feel like an “auteur”: an engineer, product thinker, and creative person with enough context and authority to make something real. we're now seeing a new generation of this pattern, with stripe's support of stuff like tempo (a team that might have one of the highest concentrations of founder-mindsetted people im aware of? cc @gakonst @dwr @varunsrin @liamihorne etc) the embrace of teams like privy and bridge, and other incubated initiatives like minions. stripe is trying to make employees more founder-like while preserving a shared standard of quality (one of my favorite details on this point: stripe creates simulated customer accounts so teams can experience realistic UIs for disputes and refunds before exposing products to real users). this is something that's actually very tough to do well, so it's very cool to hear will talk about it on this pod.
    @garrytanRT @VirtualElena: in my mid-20's, a time when about half of my friends hated their jobs (a very normal phenomenon if you're in your mid-20s…

    10 Sources

    @DavidGeorge83Stripe’s strategy is to “win all the startups and then win them again.” I had a great time talking with @gaybrick. Will has held a broad seat at @stripe for more than a decade, joining as CFO in 2015, and today leading Technology and Business. This makes him the right person to explain how Stripe went from a simple payments API to a platform with ~25-30 banner products and 288 launches at its most recent Sessions event. Here’s what their strategy looks like: -Companies like DoorDash and Instacart started on Stripe when they were tiny and pulled the company upmarket as they expanded. -The fastest startups act as canaries for new product opportunities. Cursor surfaced a burgeoning problem of AI free-trial and token abuse; so Stripe built a token detection pipeline with the team in a weekend, and the resulting network now helps companies on Stripe’s platform block thousands of fraudulent trials daily. -Stripe keeps expanding the number of needs it serves inside each company, from Billing, Radar, and Tax to Managed Payments, Treasury, and stablecoin infrastructure. There is a large and timely lesson from Stripe which I strongly agree with: using AI solely to reduce cost is essentially going short your own company. Instead, companies should be using AI (and the tailwinds it creates) to ship more, serve users better, and create their next product line. And as Stripe continues to invest in agentic commerce, the company can move from processing a transaction to orchestrating the entire economic loop around it. The line between tokens and dollars is already blurring, and Stripe’s next mandate is to make moving between them as seamless and safe as moving between dollars and euros. A fun conversation about what it takes to build the next Stripe inside Stripe. @a16z
    @a16zA common thesis is software gets severely commoditized from here on out. Stripe's Will Gaybrick says their data shows the opposite: "It's plausible. We're either in the singularity or creeping towards the singularity, and it's very hard to estimate what a future looks like where models are recursively generating models." "But we are seeing the exact opposite right now, where software creation is exploding. Customers are monetizing faster than ever." "Our 2026 cohort is 50% larger and growing faster than the 2025 cohort. That one being 70% larger and growing faster than the 2024 cohort." @gaybrick @stripe @DavidGeorge83
    @gaybrickI sat down with @davidgeorge83 @a16z to talk about all things Stripe and agentic coding as plastic injection molding in the 1940s. You'll have to let me know if the analogy works. We went into: - Taking a "build everything" mindset to meet this moment of immense human empowerment - Why agentic commerce hasn’t yet had its Opus 4.5 moment - Scaling taste And much else besides.
    @jeff_weinsteinRT @gaybrick: I sat down with @davidgeorge83 @a16z to talk about all things Stripe and agentic coding as plastic injection molding in the 1…
    @rohanpaul_aiStripe is seeing a version of Jevons paradox: engineers can build far more in less time, yet the backlog of software worth building appears to be growing with them. Will Gaybrick, President of Product & Business at Stripe, discusses how AI is changing the way Stripe builds products ---- From "a16z" YouTube channel, (full video link in comment)
    @VirtualElenain my mid-20's, a time when about half of my friends hated their jobs (a very normal phenomenon if you're in your mid-20s), i noticed a group of people my age who looked extremely happy and actualized at work. and all of these people somehow seemed to work at stripe. i'll call out @tamarawinter and @orbuch specifically as some of the first people who made me realize that it was possible to be 25 years old and do *singular* work every day, and not just whatever garden-variety boilerplate the company demands. this podcast with @gaybrick and @DavidGeorge83 helps explain why this was, and still is, the case. will says stripe increasingly is a platform for founders internally, just as it's always been a platform for founders externally. he wants each employee to feel like an “auteur”: an engineer, product thinker, and creative person with enough context and authority to make something real. we're now seeing a new generation of this pattern, with stripe's support of stuff like tempo (a team that might have one of the highest concentrations of founder-mindsetted people im aware of? cc @gakonst @dwr @varunsrin @liamihorne etc) the embrace of teams like privy and bridge, and other incubated initiatives like minions. stripe is trying to make employees more founder-like while preserving a shared standard of quality (one of my favorite details on this point: stripe creates simulated customer accounts so teams can experience realistic UIs for disputes and refunds before exposing products to real users). this is something that's actually very tough to do well, so it's very cool to hear will talk about it on this pod.
    @garrytanRT @VirtualElena: in my mid-20's, a time when about half of my friends hated their jobs (a very normal phenomenon if you're in your mid-20s…