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$TSM
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$LYFT
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← newsroom
podcast
Stripe
host · unknown
episodes
18
mentions
96
tickers
71
net sentiment
65%
tickers discussed · 71
$STRIPE
×9
$GOOGL
×5
$OPENAI
×5
$META
×4
$SHOP
×3
$MSFT
×3
$DASH
×2
$WDAY
×2
$REPLIT
$NOW
$CRM
$SAP
+ 59 more
▾
▴
$MNDY
$ORCL
$TIGER-GLOBAL
$TACTILE
$ANTHROPIC
$BNTX
$HOOD
$SPCX
$CLEO
$MICRON
$TEMPO
$SMEGY
$RDDT
$NVDA
$DE
$MANUS-AI
$SNAP
$SEVENROOMS
$MCD
$TOCK
$CHICK-FIL-A
$ROO
$CMG
$WING
$WAYMO
$ISOMORPHIC-LABS
$VANTA
$UNION-SQUARE-VENTURES
$KALSHI
$SQ
$SIERRA
$RDFN
$SOFI
$SONO
$HIKVISION
$LOW
$WDC
$AXON
$FLOCK-SAFETY
$MSI
$XIRSYS
$FICO
$GAMMA
$BTC
$NU
$V
$ETSY
$PARADIGM
$COF
$RAMP
$AMZN
$INTC
$NET
$SUBSTACK
$AAPL
$BKNG
$SPOT
$TSM
$MU
guests & speakers · 21
michele catasta
philipp klöckner
barney hussey-yeo
john collison
nat friedman
patrick collison
ginger baker
georgios constant
kate royers
sam altman
tao zhang
evan spiegel
tony xu
sundar pichai
christina cacioppo
tarek mansour
bret taylor
garrett langley
alex
eric glyman
ben thompson
episodes · 18
A conversation with Replit's President and Head of AI Michele Catasta
2 insights
2026-07-09 ·
Replit President says AI coding agent on track for $1B ARR by end of 2025
Tech analyst Philipp Klöckner in conversation with Conor McNamara
10 insights
2026-06-30 ·
Klöckner: Tactile (AI for KYC/regulated finance) raised $130-160M from Tiger Global, pote…
Barney Hussey-Yeo in conversation with John Collison
4 insights
2026-06-10 ·
Cleo founder sees trillion-dollar opportunity in AI-driven financial optimization for the…
Nat Friedman and Daniel Gross in conversation with John and Patrick Collison
3 insights
2026-05-19 ·
Stripe processes 1.6% of global GDP, positioning for agent commerce
Stripe Sessions 2026 | Keynote
4 insights
2026-05-19 ·
Collison: Stripe processes 1.6% of global GDP, $1.9T volume up 34% YoY
Sam Altman in conversation with Patrick Collison
3 insights
2026-05-19 ·
Altman targets infrastructure utility model for OpenAI
Stripe Sessions 2026 | Indexing the economy
4 insights
2026-05-19 ·
Collison highlights Siemens Energy as gas turbine play for AI data centers
A conversation with Manus AI's cofounder and CPO Tao Zhang
2 insights
2026-05-08 ·
Manus AI cofounder reveals general AI agent achieving 3.5M waitlist in month via autonomo…
What comes after smartphones, with Evan Spiegel of Snap
1 insight
2026-04-27 ·
Snap CEO: Approaching 1B MAUs, net income profitability, and $1B+ subscription run rate
The economics and trends of the restaurant industry, with Tony Xu of DoorDash
10 insights
2026-04-21 ·
DoorDash acquires SevenRooms to democratize high-end reservation CRM for all restaurants
The history and future of AI at Google, with Sundar Pichai
4 insights
2026-04-07 ·
Pichai defends Google's full-stack AI advantage amid $180B CapEx plan
Compliance at scale and why TAM is a distraction with Christina Cacioppo of Vanta
2 insights
2026-03-31 ·
Vanta hits 15K customers with 60%+ growth, expanding beyond SOC 2 into AI compliance
Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara
1 insight
2026-03-17 ·
Kalshi hits $10.4B monthly volume, 11x growth in 6 months, eyes futures expansion
Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
8 insights
2026-03-10 ·
Stripe's outcome-based pricing aligns incentives and drives merchant revenue uplift
Garrett Langley of Flock Safety on building technology to solve crime
6 insights
2026-03-05 ·
Flock Safety hits $500M ARR covering 50%+ US population with camera+dronenetwork
Stripe’s 2025 annual letter
14 insights
2026-02-24 ·
Stripe processes $1.9T volume, up 34%, profitably expanding into billing, capital, stable…
Ramp founder Eric Glyman on the many ways AI is changing corporate spending
4 insights
2026-02-17 ·
Ramp CEO details multi-product platform scaling past $1B ARR with 2% US corporate card sh…
Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
14 insights
2026-02-12 ·
Premium newsletter model proves direct creator monetization at scale with low cost struct…