But Stripe actually benchmarked the current generation AI leaders against previous generation SaaS leaders, and empirically, they are growing much faster—in terms of real revenue from real companies/customers—than SaaS was in some very good years.
INVESTMENT
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Stripe observes explosive growth in AI company adoption
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We also discuss Stripe's front row seat to emerging AI companies. A commanding majority of household names, and some which aren't as well-known yet, use Stripe for payments, billing, etc. Many people with an informed POV on growth rates have been surprised how fast AI growing.
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Stripe’s Trillion-Dollar Data Scale Enables AI Decision-Making
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The scale of data involved is staggering, too: Stripe processed about $1.4 trillion (yes, with a T) in 2024, which implies many billions of transactions, each of them with a lifecycle at which one could make several interesting decisions to improve outcomes.
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Stripe’s 15 Years AI/ML Experience and AI Economy Insights
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This week on Complex Systems I talked with Emily Sands about Stripe's 15 year experience with AI/ML and current observations on the AI economy. I think you'll really enjoy the conversation.
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Essays as Perpetual Value Investments in AI Era
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There are very few essays I’ve ever written that would not be worth $10/yr in perpetuity, particularly on a portfolio basis.
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Checking retirement account performance in the stock market
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That moment when you first log into your retirement account today to see how the stock market is doing. pic.twitter.com/Nns1pl5HbH
— Paul Roetzer (@paulroetzer) 3 avril 2025That moment when you first log into your retirement account today to see how the stock market is doing.
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Trade Wars as AI Supremacy Battle: Beyond Protectionism
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Don't fall for the hackneyed analysis on 'Liberation Day.' It's deeper than just protectionism or zero-sum games. My latest piece argues these trade wars are a critical front in the defining contest of our era: the race for AI supremacy. Why? Because AI = Power. It underpins
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Series D Funding for World Simulator Media Ecosystem
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Announcing our Series D: Towards a new media ecosystem with world simulators
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Trump Tariffs Reshape Electronics Supply Chain Economics
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Worse than feared? Every boardroom and C-suite must be running scenarios of what will happen to the electronics supply chain in the wake of Trump’s sweeping tariffs. Earnings season gets underway in a couple weeks. Will we start to know the shape of things then?
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DataRobot Transforms Finance: 50% Error Reduction, $25M Gains
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Join us on April 16 to see how real-world finance teams are leveraging DataRobot to: Reduce forecasting errors by over 50% Gain $15M in funded invoices Save $10M with demand forecasting Register now: https://
bit.ly/4iPpSL3 #enterpriseAI #agenticAI #finance #CFO