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New: @Microsoft is launching a shopping experience inside @Copilot, powered by @Stripe. Stripe is building the economic infrastructure for AI. We're eager to rethink every part of the existing commerce and financial stack.
Very impressed by @supabase 's growth. For new startups, they seem to have gone from "promising" to "standard" in remarkably short order.
An interesting trend we're noticing at Stripe: US startups are pulling ahead of their peers elsewhere. These charts show averaged revenue growth for software startups in each location. US startups typically grow somewhat faster than those elsewhere. However, since mid-2023, US companies have accelerated a lot. Interestingly, this is not just because of AI startups: if we strip those out, there's still a big divergence. Our leading hypothesis is that US startups (even those that aren't AI companies as such) are adopting new technologies (AI, stablecoins, etc.) faster than companies elsewhere. (This pattern of faster adoption among US companies was also seen with the internet itself.) Whatever the cause, the pattern is striking. [Methodological note: this pattern appears to hold beyond Europe as well.]
