2026-02-28
Reiner Pope (@MatXComputing) just raised a $500m round led by @leopoldasch and Jane Street to build faster AI chips. I enjoyed having him on Cheeky Pint so I could ask all my questions about how chip design actually works, where the speed-up comes from, and how the industry will [video]
Cheeky Pint
Q&A with Reiner Pope, a former Google TPU architect and CEO of MatX, which designs specialized chips for LLMs, on the limitations of current AI chips, and more
Reiner Pope is the co-founder and CEO of MatX, designing specialized chips for Large Language Models.
2026-02-25
In our annual letter, we describe the progression we expect in agentic commerce. You tend to hear the later levels discussed in the hype, but we're already seeing lots of activity in levels 1 and 2 of agentic commerce. Read more: https://stripe.com/... [image]
Financial Times
Stripe hits a $159B valuation after an employee share sale to investors like Thrive, Coatue, and a16z, a 70% jump from its $92B valuation in February 2025
The internet economy is speeding up! We just released our annual letter, detailing everything we're seeing with startup formation, agentic commerce, stablecoins, and lots more. https://stripe.com/...
Financial Times
Stripe hits a $159B valuation after an employee share sale to investors like Thrive, Coatue, and a16z, a 70% jump from its $92B valuation in February 2025
2026-02-24
The internet economy is speeding up! We just released our annual letter, detailing everything we're seeing with startup formation, agentic commerce, stablecoins, and lots more. https://stripe.com/...
Financial Times
Stripe hits a $159B valuation after an employee share sale to investors like Thrive, Coatue, and a16z, a 70% jump from its $92B valuation in February 2025
Deal will allow payments company to stay private for longer — Stripe's valuation has soared by more than 70 per cent to $159bn …
In our annual letter, we describe the progression we expect in agentic commerce. You tend to hear the later levels discussed in the hype, but we're already seeing lots of activity in levels 1 and 2 of agentic commerce. Read more: https://stripe.com/... [image]
Financial Times
Stripe hits a $159B valuation after an employee share sale to investors like Thrive, Coatue, and a16z, a 70% jump from its $92B valuation in February 2025
Deal will allow payments company to stay private for longer — Stripe's valuation has soared by more than 70 per cent to $159bn …
2026-02-18
Eric Glyman @eglyman runs @tryramp, which now powers >2% of US corporate spend. @arampell and I dug in with him on why financial systems have proven resistant to automation, the second-order effects of AI on business, and Ramp's strategy. [video]
Cheeky Pint
Q&A with Ramp CEO Eric Glyman on scaling the expense management company to $1B+ in revenue, the “SaaS apocalypse”, using AI agents to review expenses, and more
Eric Glyman is the cofounder and CEO of Ramp, the finance automation platform that now powers over 2% of all corporate spend in the US.
2026-02-13
Tomorrow on Cheeky Pint: a deep dive with @benthompson from @stratechery [video]
Cheeky Pint
Q&A with Stratechery's Ben Thompson on aggregation theory, AI, TikTok, ByteDance, AI agentic commerce, SaaS stocks, running Stratechery, TSMC, Stripe, and more
The tech world closely reads @benthompson's Stratechery, and for good reason. On Cheeky Pint, we discuss ads coming to AI, the Saaspocalypse, TSMC, and the media business. (Plus: how to visit Taiwan.) 00:00:20 Visiting Taiwan 00:04:59 Aggregation and AI 00:23:53 TikTok/Bytedance [video]
Cheeky Pint
Q&A with Stratechery's Ben Thompson on aggregation theory, AI, TikTok, ByteDance, AI agentic commerce, SaaS stocks, running Stratechery, TSMC, Stripe, and more
2026-02-12
Tomorrow on Cheeky Pint: a deep dive with @benthompson from @stratechery [video]
Cheeky Pint
Q&A with Stratechery's Ben Thompson on aggregation theory, AI, TikTok, ByteDance, AI agentic commerce, SaaS stocks, running Stratechery, TSMC, Stripe, and more
Ben Thompson, the internet's premier tech analyst, joins John for a wide-ranging conversation on the mechanics of the internet economy.
2026-02-06
Please enjoy this Cheeky Pint / @dwarkesh_sp crossover with @elonmusk . Dwarkesh was most interested in how Elon is going to make space datacenters work. I was most interested in Elon's method for attacking hard technical problems, and why it hasn't been replicated as much as you might expect. But we got into plenty of topics in this three-hour session [...]
Cheeky Pint
Q&A with Elon Musk on plans for 1TW of space GPUs, Grok and human consciousness, Optimus, xAI's business plan, China's manufacturing win, DOGE, and more
Timecodes — Transcript — Are there really three hours of questions? Are you fucking serious? — Dwarkesh Patel
2026-02-05
Please enjoy this Cheeky Pint / @dwarkesh_sp crossover with @elonmusk. Dwarkesh was most interested in how Elon is going to make space datacenters work. I was most interested in Elon's method for attacking hard technical problems, and why it hasn't been replicated as much as you [video]
Cheeky Pint
Q&A with Elon Musk on plans for 1TW of space GPUs, Grok and human consciousness, Optimus, xAI's business plan, China's manufacturing win, DOGE, and more
Timecodes — Transcript — Are there really three hours of questions? Are you fucking serious? — Dwarkesh Patel
2025-10-01
Tomorrow on Cheeky Pint: @pmarca and Charlie Songhurst [video]
Cheeky Pint
Q&A with Marc Andreessen and investor Charlie Songhurst on Silicon Valley's past, present, and future, AI, productivity, Stripe, crypto, Musk, media, and more
Marc Andreessen, cofounder of Netscape and Andreessen Horowitz, sits down for a Cheeky Pint with John Collison and Charlie Songhurst …
2025-09-30
We're working with @OpenAI to offer native purchases directly in ChatGPT. It's really cool, and feels like a template for where much commerce will go:
CNBC
OpenAI rolls out Instant Checkout to let users make single-item purchases directly in ChatGPT, starting with US Etsy sellers, and plans to add Shopify merchants
the chatbot will start letting its 700,000,000 users shop directly from their chats Jibin Joseph / PCMag : ChatGPT Now Lets You Make Purchases Without Leaving the App Nishit Singh ...
2025-08-21
In one of my favourite Cheeky Pint episodes to date, @brian_armstrong brings us behind the scenes at @coinbase: their battles against North Korean hackers, war stories from breakneck early scaling, confronting people who won't use AI to code, Coinbase becoming people's primary [video]
Cheeky Pint
Q&A with Coinbase CEO Brian Armstrong on starting the company, battling North Korean hackers, stablecoin adoption, the GENIUS Act, pro-crypto Congress, and more
Brian Armstrong joins John Collison to talk about what's happening behind the scenes at Coinbase: battling North Korean hackers …
2025-08-07
Anthropic is one of the fastest-growing businesses of all time. @DarioAmodei and I chatted about flying past $5b in ARR, Anthropic's focus on B2B, payback economics of individual models, talent wars, AI market structure, and lots more. And you all said that you all want longer [video]
Cheeky Pint
Q&A with Anthropic CEO Dario Amodei on Anthropic's growth to almost $5B in ARR, its B2B focus, AI talent wars, open-source models, safety regulations, and more
Of all his interviews, this conversation clearly outlines where we are with “AI” and what is the long term vision of @anthropic - This is Worth Watching! https://www.youtube.com/.....
2025-07-30
For as long as I've been following the landscape, I've been impressed with JPMC's long-term orientation in doing business: be stable in all business environments, and do right by partners. So this latest ham-fisted attempt to crush competitors and end permissioned data-sharing is
Financial Times
A US trade group for 30+ fintechs and aggregators says JPMorgan's plan to charge for data access could cost some firms 60% to over 100% of their annual revenue
Start-ups say having to pay for consumer's financial information would run them out of business
2025-06-12
Crypto wallets are going to play an increasingly important role in the growth of the internet economy. Delighted to welcome @privy_io to @stripe to make it easier for developers to build the next wave of onchain infrastructure.
Bloomberg
Stripe agrees to acquire Privy, which helps companies build crypto wallets into their user experiences; Privy was last valued at $230M in March 2025
Where Bridge powers stablecoin rails, Privy solves crypto's biggest UX problem: wallets. …
2024-08-13
Waymo on freeways!! 🛣️🤯
TechCrunch
Waymo plans to start testing its fully autonomous cars with no safety driver on freeways in the Bay Area this week, after getting regulatory approval in March
2024-04-26
Crypto is back. @Stripe will start supporting global stablecoin payments this summer. Transactions instantly settle on-chain and automatically convert to fiat. Join the waitlist https://stripe.com/... and watch the demo (h/t @Solana) from Sessions. [video]
TechCrunch
Stripe will let customers accept crypto payments, starting with USDC on Solana, Ethereum, and Polygon, the first time it has taken crypto payments since 2018
Ingrid Lunden / TechCrunch :
2023-07-14
Stripe is bringing Tap to Pay on iPhone to the UK (and Australia) very soon. Your iPhone now has all the hardware you need to handle contactless payments. https://www.apple.com/...
MacRumors
Apple launches Tap to Pay on iPhone in the UK, starting with Revolut and Tyl by NatWest as the first payment platforms, following the US, Australia, and Taiwan
Tim Hardwick / MacRumors :