John Collison, Stripe: AI Agents Will Rewire the Internet

Collison argues computer use—not just better models—will be AI's next major capability leap, reshaping commerce and infrastructure.

• Scale and growth: Stripe processed $1.9 trillion in 2025, up 34%, and John Collison says new firm creation on Stripe is at its highest rate in recent memory as AI lowers startup costs.
• Computer use as the next AI leap: Collison calls computer use "the ultimate backwards compatibility layer" for legacy systems like the DMV, enabling agents to act without waiting for APIs or MCP support.

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