Stripe has long been well positioned to benefit from widely distributed productization. The surrounding technology is finally catching up to the tech.

It's hard to definitively attribute the causality, but it seems that AI is starting to influence @stripe's macro figures: payment volume from customers that signed up for Stripe in 2025 is tracking way ahead of prior years. (And ahead of even 2020, when the lockdowns triggered a

Patrick Collison

Stripe has long been well positioned to benefit from widely distributed productization. The surrounding technology is finally catching up to the tech. https://x.com/patrickc/status/1932062320408350873