Molly O’Shea@MollySOShea1d ago

NEW: Stripe Co-Founder John Collison (@collision) says AI agents will completely rewire internet commerce. @stripe processed $1.9T in 2025, up 34%. Now the company is rebuilding for an internet where AI agents, not humans, increasingly transact. “Instinct is real, Muse is real. All these things are real.” “Computer use is the ultimate backwards compatibility layer for the real world.” I sat down with John at @browserbase Navigate to talk agentic commerce, computer use, cybersecurity, how Stripe is rebuilding for AI & why Stripe considers 2026 the beginning of the “singularity epoch.” John sees AI already showing up in new company creation. Stripe is seeing its highest rate of new firm creation in recent memory, while its 2026 Atlas cohort is tracking at 5x the revenue of the 2025 class. We also cover Stripe’s recent acquisitions: › Bridge + Privy, bringing crypto-native infrastructure & talent › Metronome, usage-based billing for the AI era › OpenRouter, routing across multiple AI models as inference spend & model competition explodes Browserbase is building the infrastructure for this shift, giving AI agents cloud browsers to navigate the existing web & take actions across it. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Stripe’s $1.9T & Rebuilding for AI (00:31) Why Agents Will Replace Web Forms (02:20) How AI Rewires Commerce & Product Discovery (04:40) More Cyberattacks? (06:49) Why Stripe Says the Singularity Started in 2026 (09:29) Stripe Is Rebuilding Its APIs for AI Agents (11:38) Why Stripe Bought Bridge, Privy, Metronome & OpenRouter (15:12) When Stripe Builds vs. Buys (16:55) How AI Is Changing Stripe Internally (20:39) How John Keeps Up With AI (23:28) The Coming 'Good Bot' vs. 'Bad Bot' Problem (24:53) 17 Years of Lessons Building Stripe