Cheeky Pint
by Stripe
Is this your podcast?Stripe, co-founder of the payment processing platform Stripe, is known for his significant contributions to the tech industry and entrepreneurship. His experience in building a successful startup lends credibility and insight to his podcast…
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Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
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Total monthly reach
Estimated from 19 chart positions in 19 markets.
By chart position
- 🇬🇧GB · Technology#9430K to 100K
- 🇺🇸US · Technology#1375K to 30K
- 🇩🇪DE · Technology#1875K to 30K
- 🇰🇷KR · Technology#6010K to 30K
- 🇮🇹IT · Technology#7010K to 30K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
34K to 124K🎙 Daily cadence·33 episodes·Last published 1mo ago - Monthly Reach
Unique listeners across all episodes (30 days)
112K to 414K🇬🇧24%🇮🇪24%🇺🇸7%+16 more - Active Followers
Loyal subscribers who consistently listen
45K to 166K100K real followers tracked across platforms
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 10 epsHosts
Recent guests
Recent episodes
What comes after smartphones, with Snap CEO Evan Spiegel
Apr 27, 2026
1h 02m 26s
The economics and trends of the restaurant industry, with Tony Xu of DoorDash
Apr 21, 2026
1h 20m 56s
The world of voice AI, with Mati Staniszewski of ElevenLabs
Apr 14, 2026
1h 00m 22s
The history and future of AI at Google, with Sundar Pichai
Apr 7, 2026
1h 09m 23s
Compliance at scale and why TAM is a distraction with Christina Cacioppo of Vanta
Mar 31, 2026
57m 27s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 4/27/26 |  What comes after smartphones, with Snap CEO Evan Spiegel✨ | augmented realitysmartphones+4 | Evan Spiegel | SpectaclesSnap+2 | Norway | SnapEvan Spiegel+6 | — | 1h 02m 26s | |
| 4/21/26 |  The economics and trends of the restaurant industry, with Tony Xu of DoorDash✨ | restaurant industryDoorDash+4 | Tony Xu | DotDoorDash+1 | China | DoorDashrestaurant trends+4 | — | 1h 20m 56s | |
| 4/14/26 |  The world of voice AI, with Mati Staniszewski of ElevenLabs✨ | voice AIhuman-computer interaction+3 | Mati Staniszewski | Link by StripeElevenLabs | Ukraine | voice Turing TestAI+5 | — | 1h 00m 22s | |
| 4/7/26 |  The history and future of AI at Google, with Sundar Pichai✨ | AIGoogle+4 | Sundar Pichai | GoogleAlphabet+1 | — | AIGoogle+5 | — | 1h 09m 23s | |
| 3/31/26 |  Compliance at scale and why TAM is a distraction with Christina Cacioppo of Vanta✨ | compliancetrust+4 | Christina Cacioppo | VantaStripe+1 | — | complianceVanta+5 | — | 57m 27s | |
| 3/24/26 |  The 20-year journey to fully autonomous cars with Dmitri Dolgov of Waymo✨ | autonomous carsAI training+4 | Dmitri Dolgov | WaymoStripe+1 | RussiaAlaska | autonomous vehiclesLidar+5 | — | 1h 02m 20s | |
| 3/17/26 |  Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara✨ | prediction marketsregulation+4 | Tarek MansourLuana Lopes Lara | KalshiCFTC+3 | — | Kalshiprediction markets+6 | — | 1h 16m 30s | |
| 3/10/26 |  Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board✨ | AI agentsoutcome-based pricing+4 | Bret Taylor | SierraOpenAI+1 | — | AISierra+5 | — | 1h 41m 23s | |
| 3/5/26 |  Garrett Langley of Flock Safety on building technology to solve crime✨ | public safetycrime prevention+4 | Garrett Langley | Flock SafetyStripe | — | Flock Safetycrime+5 | — | 1h 44m 15s | |
| 2/26/26 |  Reiner Pope of MatX on accelerating AI with transformer-optimized chips✨ | AI hardwarechip design+4 | Reiner Pope | Large Language ModelsHBM+5 | — | AIchips+7 | — | 1h 13m 07s | |
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| 2/24/26 |  Stripe’s 2025 annual letter | The internet economy accelerated in 2025. The fastest-growing companies got even faster, agentic commerce and stablecoin payments started to kick into gear, and total payment volume on Stripe grew by a third as our customers continued to prosper.Our annual letter covers the trends that we think are worth paying close attention to as the pace of change accelerates.Timestamps(01:48) The sorting machine(05:45) Global by default(09:01) Stable progress(12:14) Working capital’s working. Capital!(15:09) Escaping from low revenue mode(18:33) The five levels of agentic commerce(23:52) A Republic of Permissions | 27m 44s | ||||||
| 2/17/26 |  Ramp founder Eric Glyman on the many ways AI is changing corporate spending | 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. He sits down with John and co-host Alex Rampell to discuss how Ramp scaled to over $1 billion in revenue in just seven years, and why the future of fintech is "selling time, not money." They cover the "SaaS apocalypse" (and why lines of code are becoming a liability), how Ramp uses AI agents to review 100,000 expenses a day with 99% accuracy, and why their internal data suggests the US economy is much stronger than the Census Bureau reports.Timestamps(00:00:21) Ramp business today(00:04:27) The *correct* expense policy(00:11:07) Bill Pay(00:16:52) AI and software(00:32:23) Stablecoin-backed cards(00:33:06) Ramp data(00:36:25) How to cut your expenses(00:41:13) Ramp strategy(00:57:08) Capital One(01:06:34) Treasury | 1h 11m 10s | ||||||
| 2/12/26 |  Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media | Ben Thompson, the internet’s premier tech analyst, joins John for a wide-ranging conversation on the mechanics of the internet economy. They discuss the origins of Stratechery and the "1,000 true fans" model, why Taiwan is the most convenient place to live (and the best Uber Eats market), and why the public markets are wrong to think SaaS is "canceled." Ben also explains why the US failure to control the TikTok algorithm is a disaster, why he’s a "crypto defender" in an age of infinite AI content, and gives John some very direct feedback on Stripe’s ACH implementation.Timestamps(00:00:20) Visiting Taiwan(00:04:59) Aggregation and AI(00:23:53) TikTok/Bytedance(00:29:58) Aggregation and AI redux(00:35:31) Agentic commerce(00:45:08) Is SaaS canceled?(00:52:21) Stratechery(01:03:36) How Ben uses AI(01:06:06) The TSMC break(01:13:53) Rapid fire(01:20:53) Feedback on Stripe | 1h 30m 15s | ||||||
| 2/5/26 |  Elon Musk on Space GPUs, AI, Optimus, and his manufacturing method | John Collison and Dwarkesh Patel sit down with Elon Musk to discuss why the future of AI isn’t on Earth, but in the "always sunny" vacuum of space. Between pints, they discuss the brutal physics of scaling—from the "farcically cheap" solar cells coming out of China to switching Starship from carbon fiber to stainless steel—as well as the “infinite money glitch” of humanoid robots, China, and DOGE.Timestamps00:00:23 Space GPUs00:35:39 Alignment00:58:48 xAI01:15:01 Optimus01:28:03 China01:40:46 Management02:16:38 DOGE02:34:58 Space GPUs redux | 2h 46m 02s | ||||||
| 11/25/25 |  Julia DeWahl of Antares on building nuclear reactors for the US military | Julia DeWahl is the cofounder of Antares, a company developing nuclear micro-reactors for the US military and critical infrastructure. She sits down with John to discuss the vision for the "Starlink of electricity", and why AI hyperscalers are driving a nuclear renaissance. They cover the bipartisan shift in nuclear regulation (and why the NRC’s old mandate made "zero" the safest number of reactors), and why true energy resilience requires more than just solar and batteries. Julia also shares lessons from the early days of Opendoor and Starlink, including why customer obsession sometimes means sitting outside a bagel shop.Timestamps(00:00) Lessons from SpaceX and Opendoor(02:46) Introducing Antares(06:30) The path to market(12:20) Nuclear vibe shift(15:11) Regulation(19:21) Possible energy futures(24:02) Stripe Radar(24:55) Nuclear supply chains(26:43) Antares origin story(30:24) Funding Antares(36:09) If Julia was energy tsar(42:33) Restarting shuttered plants | 45m 17s | ||||||
| 11/18/25 |  Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom | Satya Nadella, CEO of Microsoft, sits down with John to discuss the diffusion of AI inside the enterprise. He explains why “all your data at your fingertips” is the evergreen pitch, why this AI CapEx cycle is different from the .com bubble, and his vision for "agentic commerce". They also cover Microsoft's product bundling strategy and how he "wanders the virtual corridors" of Teams to run the company.Links[Read] Softwar: An Intimate Portrait of Larry Ellison and Oracle, Matthew Symonds[Try] Superwhisper[Read] The Internet Tidal Wave, Bill GatesTimestamps(00:00) AI adoption in the enterprise(07:47) How Satya runs Microsoft(13:45) New UIs(20:44) Microsoft tackling the early internet(25:58) Are we in a bubble?(31:35) Data sovereignty(38:10) Excel(42:01) Agentic commerce(52:45) AI brand loyalty(59:44) Product bundling(01:08:18) Microsoft’s culture(01:12:12) The law of very large companies(01:16:20) What’s in the water in Hyderabad? | 1h 18m 51s | ||||||
| 11/11/25 |  Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma | Dave Ricks, the CEO of Eli Lilly, the world's most valuable pharmaceutical company, sits down with John and Patrick to discuss the complex business of drug development. Dave explains the true origin story of GLP-1s (from Gila monster saliva), why their potential goes far beyond weight loss to addiction and inflammation, and how "self-pay" has become the #1 way new patients get Zepbound. They cover the "shadow generic" industry undermining patents, the challenges associated with clinical trial enrollment, and what drove insulin list prices to $275 (while the net price was $40). This is a rare, candid look into the strategies, science, and future of pharma from one of the industry's most influential leaders.Timestamps(00:00) Introducing Dave Ricks(05:07) Making R&D decisions(10:10) Clinical trials(24:59) Drug pricing(32:43) Stimulating more R&D(54:15) Pros and cons of US healthcare(58:20) New pharma business models(01:05:53) Stripe and enterprises(01:07:00) China(01:16:31) Generics(01:22:37) GLP-1s(1:37:43) r/Peptides(01:41:25) LillyDirect(01:46:35) Why do investors love LLY? | 2h 05m 15s | ||||||
| 11/4/25 |  Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy) | Zach Abrams, the CEO and cofounder of Bridge, the leading stablecoin orchestration platform, and Henri Stern, CEO and cofounder of Privy, the leading crypto wallet infrastructure, sit down with John to discuss the future of stablecoins, issuing, and what it will take for crypto to become ubiquitous. Both companies recently joined Stripe, and are uniquely positioned to dissect how crypto is changing financial infrastructure.Key moments(00:00) Introducing Bridge + Privy(06:39) How stablecoins are being used today(14:27) US Dollar dominance(25:50) The future of banking(34:35) Blockchains(42:27) Building a modular stack(47:14) Open issuance(56:55) M&A(01:11:02) The future of stablecoins | 1h 14m 09s | ||||||
| 10/28/25 |  Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea | DescriptionCasey Handmer is the founder of Terraform Industries, who is developing a machine that makes synthetic natural gas from sunlight and air. He joins the podcast to explain his solar maximalist worldview, why he believes solar costs will drop another 10x, and the core physics that doomed Hyperloop from the start. They also discuss the lessons of the underappreciated industrialist Henry Kaiser, Casey's new venture in solar-powered desalination, his grand plan to refill the Salton Sea, and why he believes "hard-edged" leaders are essential for hardware success.Show notes[Read] Ashlee Vance: Elon Musk [Read] Francis Spufford: Red plenty[Listen] Beneath the Surface, Episode 2 : Salton Sea [Read] Marc Reisner: Cadillac Desert[Read] Albert P. Heiner: Henry J. Kaiser[Read] Mark S. Foster: Henry Kaiser[Read] Ernest K. Gann: Fate is the Hunter[Read] Captain W. E. Johns: Biggles: The Camels are ComingKey moments(00:00) Intro(02:28) Henry Kaiser(08:49) Introducing Terraform(13:08) Where electricity won’t work(16:50) The solar maximalist perspective(22:57) Terraformer Mark One(27:49) The role of intervention(37:30) American dynamism(47:36) The Origins of Efficiency, by Brian Potter(48:33) Children and education(37:30) American dynamism(55:15) Desalination(01:08:16) Lessons from leadership | 1h 16m 07s | ||||||
| 10/22/25 |  Dan Sundheim of D1 Capital on the art of public market investing | Seasoned public and private investor Dan Sundheim sits down with John to discuss the harrowing GameStop short squeeze, waking up at 3am for the European market open, and the emotional asymmetry of managing billions of dollars. They cover why he thinks successful private companies should avoid the public markets, the real genius of Elon Musk's business approach, and the pattern recognition that comes from years of investing. This is a rare, candid look into the strategies and mindset of a top public markets investor.Show notes[Read] The Essays of Warren Buffett: Lessons for Corporate America by Lawrence A. Cunningham[Read] The Buffett Partnership Letters (1957-1970)[Read] Value Investors Club (VIC)Timestamps(00:00) The D1 operating model(07:54) Getting it wrong on NFLX(11:44) What makes a good stock picker(18:16) Portfolio-building(24:35) GameStop(35:57) The art of short-selling(41:48) How to spot a turnaround(47:12) Waking up at 3 AM(53:14) Money management(59:31) Dan’s 10-year hands-off stock pick(01:09:52) China(01:14:44) Are we in a bubble?(01:20:41) SpaceX(01:25:04) Investing in private companies(01:32:55) Thoughts on the banking industry(01:35:58) Advice for budding investors | 1h 38m 08s | ||||||
| 10/14/25 |  How to build a $16B car company with RJ Scaringe, founder of Rivian | RJ Scaringe, founder and CEO of Rivian, sits down for a cheeky pint with John Collison to discuss what it takes to build a car company from scratch, developing the first electric pickup truck, the shift to a software-defined zonal architecture, Rivian's AI-driven approach to autonomy, and the strategy behind their recent $5.8 billion deal with Volkswagen.Timestamps(00:00) Gen 1(12:32) Gen 2(18:37) Developing the first electric pickup truck(27:36) John pitches some car features(36:46) Stripe’s payment methods(37:54) Autonomous driving(44:51) Component progress(53:17) The new economics of cars(01:01:11) Manufacturing in the US | 1h 08m 48s | ||||||
| 10/6/25 |  Tobi Lütke is still captivated by internet commerce, 20 years later | Shopify founder and CEO Tobi Lütke joins John Collison to discuss the philosophies driving one of the internet’s most foundational companies. Tobi shares his perspective on why companies are a form of technology, how internal tools and "opinionated software" shape an organization's culture and accelerate its evolution, and why the best gift is finding a beautiful, unsolvable problem.Show notes[Buy] Momax: 140W Universal Travel Adapter[Read] Benjamin Bloom: The 2 Sigma Problem[Buy] Ikigai: vitamin cases [Read] Kevin Kelly: 1,000 True Fans[Read] Erich Gamma: Design Patterns [Read] Charles Calomiris: Fragile by Design[Listen] Business Breakdowns: Formula One[Watch] Netflix: Formula 1: Drive to Survive[Read] Mark Robichaux: Cable CowboyKey Moments(00:00) Intro(07:07) How internal software shapes culture(16:32) The Shopify vision(27:49) Peak transaction capacity(34:36) Agentic commerce(49:15) Shop Pay(55:29) Stablecoins(59:20) Stripe + Shopify(1:12:23) Learning from the Coinbase board(1:17:23) Is Tobi ungovernable?(1:25:02) Entrepreneurship(1:31:50) Advice for Mark Carney(1:36:40) Motor racing | 1h 42m 55s | ||||||
| 10/1/25 |  Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley | Marc Andreessen, cofounder of Netscape and Andreessen Horowitz, sits down for a Cheeky Pint with John Collison and Charlie Songhurst to discuss the history of Silicon Valley, spotting bubbles in real time, the "Elon method" of management, and why the mistakes that haunt you are the companies you don't invest in.Show notes:Roger Lowenstein: When Genius Failed: The Rise and Fall of Long-Term Capital ManagementDavid Swensen: Pioneering Portfolio ManagementIan M Banks: Consider Phlebas: A Culture NovelWalter Isaacson: Elon MuskThomas Rid: Rise of the Machines: A Cybernetic HistoryGeorge McGovern: A Politician's Dream Is a Businessman's Nightmare, WSJSteve Blank: The Secret History of Silicon ValleyTracy Kidder: The Soul of a New MachineJohn Perry Barlow: A Declaration of the Independence of CyberspaceMartin Gurri: Revolt of the PublicJohn Malone: Born to Be WiredFull transcript on Substack: https://cheekypint.substack.com/p/marc-andreessen-and-charlie-songhurst Subscribe to Cheeky PintSpotify: https://open.spotify.com/show/2IHbGJJMpiFoz5YrvRfTFwApple Podcasts: https://podcasts.apple.com/us/podcast/cheeky-pint/id1821055332Substack: https://cheekypint.substack.com/Key moments(00:00) Marc needs to know: what is a cheeky pint?(04:30) Are we in a bubble?(14:55) Do VCs matter?(19:01) The history of Silicon Valley(32:25) How Digital Research almost made it(39:02) A bear case on the internet(59:52) AI productivity(01:12:10) Stripe + AI(01:13:08) Crypto(01:24:08) Should a16z start a hedge fund?(01:29:51) Big companies(01:35:33) Boards(01:40:27) The Elon method(01:52:59) The future of media | 2h 07m 56s | ||||||
| 9/24/25 |  Des Traynor on reinventing Intercom twice and the “four horsemen” of good AI companies | Des Traynor, cofounder of Intercom, sits down for a Cheeky Pint with John Collison to discuss the growth of Fin (Intercom’s AI customer service agent), why selling AI products is hard, advice for product marketers, and cofounder dynamics.Full transcript on Substack: https://cheekypint.substack.com/p/des-traynor-on-reinventing-intercomTimestamps: (00:00) Intro(02:58) Reinventing Intercom(06:31) Fin(18:06) 1M resolutions a week(24:22) Selling AI(29:34) Product marketing(37:18) Listening to users(44:14) Usage-based billing(45:14) Advice for startups(52:09) AI pricing(01:07:27) Cofounder dynamics(01:11:04) Predictors of company success(01:15:56) How AI-native is Intercom? | 1h 18m 20s | ||||||
| 9/17/25 |  Ambrook CEO Mackenzie Burnett on American agriculture, rural resilience, and carrying 50lbs of fresh pork on Amtrak | Mackenzie Burnett joins John Collison to talk about American agriculture, labor and immigration challenges, building rural resilience, ERPs, and the principle of money movement. She also shares some feedback for Stripe. Show notes:Where Soil is Holy, and Climate Change Is Seldom MentionedFarming goes digitalThe End of Accounting and the Path Forward for Investors and Managers Full transcript on Substack: https://cheekypint.substack.com/p/ambrook-ceo-mackenzie-burnett-on Timestamps:(00:00) Introducing Ambrook(05:37) Serving farmers(19:25) Building rural resilience(21:49) The economics of ag(28:03) If Mackenzie ran the USDA(30:53) Vertical SaaS(34:49) The wonders of accounting(38:41) Ambrook-as-fintech(44:00) If Mackenzie ran Stripe(50:53) Joshua Kushner and Dylan Field | 54m 53s | ||||||
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Chart Positions
19 placements across 19 markets.
Chart Positions
19 placements across 19 markets.