a16z
a16z|Aug 17, 2026 16:27
Stripe's Will Gaybrick: "Build everything" Against an industry that sees agents as a way to cut costs, Stripe is using them to build more: agents wrote 30% of code in a week, global tax filing shipped in 1/3 the time the US version took, and after AI made sellers 20% more productive, Stripe hired even more sellers. President of Technology & Business @gaybrick sits down with a16z's David George to cover why there's no one left for Stripe to copy, why checkout pages will disappear, how agents plus stablecoins make micropayments real, and why tokens are becoming a currency worth protecting like dollars. 00:00 Intro 01:00 From payments to 30 products 02:30 1 in 6 free trials abused 05:50 Win the startups, then win them again 09:40 Borrowing from Google, Apple, and Ford 14:30 Minions: 7K one-shot PRs a week 18:45 Building everything vs. cutting costs 26:00 Why timelines keep compressing 29:50 What replaces the checkout page 34:20 The case against $9.99 subscriptions 37:20 Stablecoins solve a political problem 41:35 Tempo, a payments-only blockchain 43:10 Tokens are money now 49:00 How Stripe scales taste https://www.youtube.com/watch?v=P5iICDVn5gc @gaybrick @DavidGeorge83(a16z)
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