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John and Patrick Collison on Stripe's Growth, Agent Commerce, and the Future of Software

a16z Podcast · April 28, 2026

This interview with Stripe cofounders John and Patrick Collison originally aired on TBPN. They discuss Stripe's 34% growth and new employee tender offer, how agent commerce and stablecoins may require high-throughput blockchains built for millions of transactions per second, and why the economics of software are shifting from mass-produced products to bespoke, on-demand systems cooked fresh at the moment of use. Resources: Follow TBPN on Twitter: https://x.com/tbpn Follow Patrick Collison on Twitter: https://x.com/patrickc Follow John Collison on Twitter: https://x.com/collision Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg &nbsp

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