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Stripe

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Stripe offers payment processing solutions for online businesses and e-commerce platforms.

sentiment mix
bull 76%bear 2%neu 22%

funding rounds

private markets
latest round
Series I
Mar 2023 | $6.5B
post-money valuation
$50B post-money
not disclosed
total raised
$9B+ disclosed
1 disclosed rounds | updated 2026-07-09
round progression
Series I
Mar 2023
$6.5B
lead investors
  • Andreessen Horowitzlead
  • Baillie Giffordco
  • Founders Fundco
  • General Catalystco
dateroundamountvaluationinvestors
Mar 2023Series I$6.5B$50B post-moneyAndreessen Horowitz, Baillie Gifford, Founders Fund, General Catalyst, MSD Partners, Thrive Capital

signal summary

latest high-conviction thesis
Stripe CEO shares proprietary data showing startup formation at record 2x YoY growth▾

Stripe's Atlas incorporation data shows new business starts up ~2x year-over-year — the largest relative jump ever recorded — with median business performance improving and time to revenue declining, indicating a historically favorable environment for company building.

patrick collisonT1Y Combinator2026-07-31
confidence 88 / 100impact High
key themes
  • AI Economics & Business Models64%
  • AI Infrastructure61%
  • AI Agents45%
  • Enterprise AI Adoption39%
  • Venture Capital34%

bull thesis · 44

87 / 100
  • •Stripe's Collison brothers building payment rails with clean governance, avoiding public market drama
  • •Stripe acquires OpenRouter for $7B+ to capture AI model routing value
  • •Stripe OpenRouter Acquisition Extends Payments Model to AI Model Routing

bear thesis · 1

24 / 100
  • •Stripe's OpenRouter price is crazy due to private stock currency

company research · 8 videos

mentions · 58

The InformationOpenAI Astra Sparks AGI Debate, Anthropic Pushes Into Payments & How AI Threats Shift Budgets1 mentions · 0▲ 0▼ 1○ · 16 days ago
0:003:007:0011:0015:00
20VCShould American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive1 mentions · 0▲ 0▼ 1○ · 27 days ago
0:008:0017:0026:0035:00
20VCNVIDIA Buys Poolside, Invests in Mercor & Perplexity | OpenAI Confirms IPO1 mentions · 1▲ 0▼ 0○ · 29 days ago
0:0021:0042:001:03:001:25:00
Kleiner PerkinsInside Anthropic's 200-Person Platform Team | Katelyn Lesse and Angela Jiang1 mentions · 0▲ 0▼ 1○ · last month
0:003:007:0011:0015:00
StripeCanva cofounder and COO Cliff Obrecht in conversation with John Collison1 mentions · 1▲ 0▼ 0○ · last month
0:0012:0025:0037:0050:00
The InformationRanking AI Labs on Safety, AT&T’s Open-Source Pivot, Stripe to Buy AI Marketplace OpenRouter4 mentions · 0▲ 1▼ 3○ · last month
0:003:007:0011:0015:00
Limitless PodcastSam Altman Just Stopped OpenAI's Next Model4 mentions · 4▲ 0▼ 0○ · last month
0:008:0017:0026:0035:00
20VCSpaceX Buys Cursor for $60B | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?3 mentions · 3▲ 0▼ 0○ · last month
0:008:0017:0026:0035:00
Limitless PodcastStripe Just Bought Access to Every AI Model4 mentions · 4▲ 0▼ 0○ · last month
0:002:005:007:0010:00
Limitless PodcastEvery Top Investor is Making the Same AI Trade2 mentions · 2▲ 0▼ 0○ · last month
0:007:0015:0022:0030:00
Bloomberg TechAnthropic's Revenue Jump, Wealthy Bet on SpaceX | Bloomberg Tech 8/17/20261 mentions · 1▲ 0▼ 0○ · last month
0:005:0010:0015:0020:00
TBPNCursor Acquisition Closes, Bezos x Liverpool, Flying Roadster, Car Week, Gen Z Trends1 mentions · 1▲ 0▼ 0○ · last month
0:0010:0020:0030:0040:00
Invest Like The BestWhy the Markets Are Pricing AI Wrong | Gavin Baker1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0011:0022:0033:0045:00
Y CombinatorPatrick Collison: Is AI Breaking the Lean Startup Playbook?2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:008:0017:0026:0035:00
The InformationChatGPT Nears 1B Active Users, Nvidia-Backed Reflection AI Looks to Become Open-Source Champ1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:005:0010:0015:0020:00
20VCTravis Kalanick Raises $1.7B for Atoms | Google Cloud Grows 82% But The Market Tanks2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:0021:0042:001:03:001:25:00
Asymmetric InvestingAsk Me Anything: July 2026 Edition1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:008:0017:0026:0035:00
20VCFrontier Labs Threatened by Kimi? Should the US Ban Chinese Open-Source Models & Stripe Buys PayPal1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:0016:0032:0048:001:05:00
Sequoia CapitalFactory's Matan Grinberg: The Coming ‘Dark Factory’ Where Software Builds Itself1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0010:0020:0030:0040:00
TBPNKimi, Odyssey, Tyler Cowen Joins, 5 Cups of Coffee, Aston Martin x COD1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:0035:001:10:001:45:002:20:00
All-In PodcastCan the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:008:0017:0026:0035:00
TBPNStripe’s $53B PayPal Offer, OpenAI’s First Device, TBPN’s New Business Ideas | Diet TBPN1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:003:007:0011:0015:00
StripeA conversation with Replit's President and Head of AI Michele Catasta1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:008:0017:0026:0035:00
Kleiner PerkinsAirwallex's Jack Zhang on Fintech, Failure, and Growth1 mentions · 0▲ 0▼ 1○ · 3 months ago
0:0011:0022:0033:0045:00
20VCOpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning1 mentions · 0▲ 0▼ 1○ · 3 months ago
0:0011:0022:0033:0045:00
Limitless PodcastWe've Never Seen an AI Like This (Claude Fable 5)1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:003:007:0011:0015:00
Invest Like The BestWhy the AI Boom Is Just Getting Started1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:006:0012:0018:0025:00
itnigSaaS, IA y venture capital: la nueva ronda de Factorial1 mentions · 0▲ 0▼ 1○ · 4 months ago
0:0021:0042:001:03:001:25:00
StripeNat Friedman and Daniel Gross in conversation with John and Patrick Collison1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:005:0010:0015:0020:00
StripeStripe Sessions 2026 | Keynote1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:002:005:007:0010:00
StripeSam Altman in conversation with Patrick Collison1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:0015:0030:0045:001:00:00
Kleiner PerkinsWhat It Takes to Build a Generational Company | Anduril’s Trae Stephens1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:0010:0020:0030:0040:00
StripeA conversation with Manus AI's cofounder and CPO Tao Zhang1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:008:0017:0026:0035:00
Sequoia CapitalTwitter Ex-CEO Dick Costolo: The Operator's Case Against Founder Mode1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:0016:0032:0048:001:05:00
StripeThe economics and trends of the restaurant industry, with Tony Xu of DoorDash1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:0023:0047:001:11:001:35:00
StripeBret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:0020:0040:001:00:001:20:00
StripeStripe’s 2025 annual letter1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:002:005:007:0010:00
a16zTemporal CEO on AI Agents & The Future of Software | Deep Dives with a16z1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:0011:0022:0033:0045:00
StripeRamp founder Eric Glyman on the many ways AI is changing corporate spending1 mentions · 0▲ 0▼ 1○ · 7 months ago
0:0010:0020:0030:0040:00
SeedRocket TVComo invertí en Uber, Airbnb, Stripe, ScaleAI desde Sillicon Valley | Nacho Vilela1 mentions · 1▲ 0▼ 0○ · 8 months ago
0:0010:0020:0030:0040:00
In Good Company with Nicolai TangenDylan Field - CEO of Figma | Podcast | In Good Company | Norges Bank Investment Management1 mentions · 1▲ 0▼ 0○ · 8 months ago
0:0015:0030:0045:001:00:00
Invest Like The BestHow a16z Growth Invests1 mentions · 1▲ 0▼ 0○ · 10 months ago
0:0020:0040:001:00:001:20:00
a16zMeta CMO: How Advertising Works Under the Hood1 mentions · 1▲ 0▼ 0○ · last year
0:0012:0025:0037:0050:00
Invest Like The BestClear's Turnaround from Bankruptcy to IPO with CEO Caryn Seidman Becker1 mentions · 1▲ 0▼ 0○ · last year
0:0015:0030:0045:001:00:00