Stripe’s John Collison: AI Agents Will Rewire the Internet

Please join me in welcoming to the stage Molly O'Shea and John Collison. >> John, thank you very much. And Paul, thank you very much. I hope you guys are all having a really great day. Um, enjoying everything browserbased. So, we're going to talk about payments, Aenta Commerce, and everything that's going on in the computer. So, Stripe

processed $1.9 trillion dollar in 2025, up 34%. >> How how are you rebuilding for AI? >> Yeah, look, it's really interesting right now because we've been working on Stripe for a long time, right? We've been This is our 17th year doing it. And for many years in the payments industry, didn't really change that much. And now

there's just like some small changes happening where I mean leave aside everything that's going on in stable coins and like all that other interesting stuff but other than that it's all same old. >> So instinct is real, muse is real. >> All these things are real. Again you have people in the a like you've you saw

a significant fraction of the audience uh using them and okay I think it turns out one filling out a web form is not a value ad activity for anyone. like no one chooses to fill out web forms in their spare time. Uh and so I think the whole conceit of these agents and

obviously again this is where um browserbased and you know computer use comes in but when you have the stateful context where your agent knows things about you like the basic one is it knows your shipping address and payment details and things like that and then when it can manipulate a computer and go

off and do things in the real world it turns out it's much nicer to be able to say hey please renew my driver's license for me or you know whatever the task is rather than go play with uh with web forms. And so I actually think um one big part of all these personal agents