John and Patrick Collison on Stripe's Growth, Agent Commerce, and the Future of Software

John and Patrick Collison on Stripe's Growth, Agent Commerce, and the Future of Software

From The a16z Show by Andreessen Horowitz

April 28, 2026 · 20 min · Episode 1090

About this episode

John and Patrick Collison discuss Stripe's growth and the future of software in this interview.

This interview with Stripe cofounders John and Patrick Collison originally aired on TBPN. They discuss Stripe's 34% growth and new employee tender offer, how agent commerce and stablecoins may require high-throughput blockchains built for millions of transactions per second, and why the economics of software are shifting from mass-produced products to bespoke, on-demand systems cooked fresh at the moment of use.

People in this episode

Guests: John Collison, Patrick Collison

Topics covered

  • Stripe's growth
  • agent commerce
  • stablecoins
  • high-throughput blockchains
  • economics of software

Keywords

  • Stripe
  • growth
  • agent commerce
  • stablecoins
  • blockchains
  • software economics

Mentioned in this episode

Organizations: Stripe, TBPN

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