▶ 7:12 · $META · $STRIPE · Stripe processes 1.6% of global GDP, positioning for agent commerce

episode briefing

Nat Friedman and Daniel Gross in conversation with John and Patrick Collison

2026-05-19 · 3 company · 13 thematic

sentiment

3 bull0 bear0 neu

speakers

Former GitHub CEO (2018-2021) who led product expansion including Actions, Packages, Codespaces. Now leads Meta's compute strategy for AI infrastructure. Active angel investor (NFDG) and hands-on AI tinkerer building personal agents.

john collison

Co-founder and president of Stripe, the financial infrastructure company that provides payments and software tools to internet businesses.

quote

“Stripe businesses in aggregate are now responsible for about 1.6% of global GDP... you really want to be the platform of choice for agents that are transacting on the internet... they're going to spend money... my guess is they're going to…”

—john collison

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