Cheeky Pint

Stripe

Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.

  1. The history and future of AI at Google, with Sundar Pichai

    HACE 8 H

    The history and future of AI at Google, with Sundar Pichai

    Sundar Pichai is the CEO of Google and Alphabet. He sits down with John and Elad Gil to discuss Google’s resurgence in the AI race, managing a massive $180 billion CapEx budget, and why 2026 is the year of the supply crunch. They cover the constraints of memory and power, why he believes the US economy will grow significantly due to AI, and the internal cultural shift back to "Googley" optimism. Sundar also shares details on long-term bets like data centers in space, why he wishes he had funded Waymo even faster, and the small thing inside Google that still ignites his passion for building. Timestamps (00:00:18) The history of Google and AI (00:05:17) Speed and Search (00:12:12) Google’s AI comeback (00:27:03) Stripe network intelligence (00:27:53) Bottlenecks (00:41:25) Capital allocation (01:00:44) How Google works

    1 h 9 min
  2. Compliance at scale and why TAM is a distraction with Christina Cacioppo of Vanta

    31 MAR

    Compliance at scale and why TAM is a distraction with Christina Cacioppo of Vanta

    Christina Cacioppo, founder and CEO of Vanta, joins the pub to discuss building the future of agentic trust. She explains why compliance has a “vitamin vs painkiller” dynamic, the drama behind their famous 101-billboard campaign, and why she believes "market sizing is b******t." They cover the tension between vibe coding and rigorous security, how Vanta is using agents to generate UI, and why the best founders are relentless truth-seekers. Timestamps (00:00:17) Vanta (00:12:30) How compliance works (00:15:06) Breaches (00:23:52) Stripe Tax (00:24:43) AI and compliance (00:44:50) Go-to-market (00:47:22) Lessons from USV

    57 min
  3. The 20-year journey to fully autonomous cars with Dmitri Dolgov of Waymo

    24 MAR

    The 20-year journey to fully autonomous cars with Dmitri Dolgov of Waymo

    Waymo is now doing nearly 500,000 rides a week across 10 cities. Co-CEO Dmitri Dolgov came to the pub to discuss how they moved from scientific research to massive global scaling. He gives a masterclass on the sensor stack (and why you still need Lidar), how they use "Simulation" and "Critic" models to train the AI, and why he believes cars that require human supervision will never naturally evolve into robotaxis. They also cover the new custom-built vehicle that feels like a living room, the economics of ride-hailing in rural Alaska, and the "Russian math nerd" diaspora that seems to run the UK tech scene. Timestamps (00:00:22) Russia (00:02:51) Waymo architecture (00:09:59) Why now? (00:19:46) Driving nuance (00:29:37) Stripe Agentic Commerce Suite (00:30:17) Hardware (00:40:20) Emergent behavior (00:46:36) Scaling (00:57:56) Google Article: EMMA: End-to-End Multimodal Model for Autonomous Driving – Waymo Research: https://waymo.com/research/emma/

    1 h 2 min
  4. Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara

    17 MAR

    Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara

    Tarek Mansour and Luana Lopes Lara are the co-founders of Kalshi, the first federally regulated prediction market in the US. They sit down with John and Matt Huang to discuss growing their revenue 11x in six months, why they sued their own regulator to list election markets, and how they are building the "New York Stock Exchange of events." They cover why prediction markets are an antidote to social media polarization, the mechanics of market making for culture, and their vision for trading everything from GPU shipments to the Oscars and the weather. Timestamps (00:01:39) Suing the government (00:14:42) Why now? (00:17:12) Kalshi by numbers (00:20:58) Solving market making (00:31:33) Agentic trading (00:33:43) Sharps (00:38:45) Stripe Connect (00:39:33) Evolving Kalshi (00:44:50) Who loses from Kalshi? (00:47:35) Insider trading (00:53:28) The ethics of sports contracts (00:58:08) New derivatives (01:04:27) Politics Article(s): On the Observational Implications of Knightian Uncertainty – Kevin Hassett & Weifeng Zhong (AEI)The 2028 Global Intelligence Crisis – Citrini Research

    1 h 17 min
  5. Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board

    10 MAR

    Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board

    Bret Taylor, co-founder of Sierra and Chair of the OpenAI board, joins John for a pint to discuss the rapid shift toward an agentic future. In this episode, Bret explains why outcome-based pricing is the future of software business models, and why he believes the atomic unit of AI productivity is a process, not a person. They cover why big companies struggle to adopt AI because they are “shipping their org charts.” Bret also discusses a new type of hyper-generalist, reflects on his experience with the OpenAI and Twitter boards, and explains why he believes we might see the end of the smartphone era. Timestamps (00:00:26) Coding (00:16:23) Sierra (00:27:14) Agentic UX (00:38:47) Building support agents (00:45:43) Co-developing with the models (00:50:08) SaaSpocalypse (01:00:50) Stripe Sessions (01:01:33) Outcome-based pricing (01:09:14) Is Sierra short AGI? (01:13:50) AI productivity (01:23:47) How to structure a tech business (01:30:25) Board drama (01:38:24) AI predictions

    1 h 41 min
  6. Garrett Langley of Flock Safety on building technology to solve crime

    5 MAR

    Garrett Langley of Flock Safety on building technology to solve crime

    Garrett Langley is the founder and CEO of Flock Safety, a public safety operating system that helps communities and law enforcement eliminate crime. He sits down with John to discuss why most crime is opportunistic, how Flock helps clear over one million crimes a year, and the engineering challenges of building solar-powered cameras and autonomous drones. They cover the shifting landscape of criminal technology, why hardware requires making "one-way door" decisions, and his vision for a future where technology prevents crime before it happens. Timestamps(00:00:19) Flock (00:19:51) Safety vs privacy (00:23:54) Crime and technology (00:32:36) Crime rates (00:43:56) Corporate security (00:52:16) Stripe Radar (00:52:54) Competitive landscape (01:02:41) Drones (01:09:01) The Flock business (01:11:39) Building hardware (01:20:01) Cameras (01:25:17) PD procurement (01:32:56) Building your own drones (01:40:52) What’s next for Flock? Books: The Digital Silk Road: https://www.amazon.com/Digital-Silk-Road-Chinas-Future/dp/0063046288 Boyd: https://www.amazon.co.uk/Boyd-Fighter-Pilot-Who-Changed/dp/0316796883

    1 h 44 min
  7. Reiner Pope of MatX on accelerating AI with transformer-optimized chips

    26 FEB

    Reiner Pope of MatX on accelerating AI with transformer-optimized chips

    Reiner Pope is the co-founder and CEO of MatX, designing specialized chips for Large Language Models. A former Google TPU architect, he joins John to discuss why the current generation of AI hardware is hitting a wall. They cover the "uncomfortable trade-off" between latency and throughput for current chips, why MatX is betting on combining HBM and SRAM to solve it, and the massive logistical challenge of manufacturing chips at scale with TSMC. Reiner also shares his predictions for AI in 2027, why he prefers Rust for hardware design, and why the best iteration loops happen in your head before writing a line of code. Timestamps(00:00:15) Google’s AI revival (00:07:54) MatX (00:17:11) AI supply chain (00:21:48) Designing chips (00:37:11) TSMC (00:44:17) Token pricing (00:44:55) RL-ing chip design (00:49:26) Design to production (00:56:05) MatX culture (01:02:57) Rust (01:05:21) Cuckoo hashing (01:09:35) Unexplored model architectures

    1 h 13 min
  8. Stripe’s 2025 annual letter

    24 FEB

    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

    28 min
Ver todo (32)

Tráiler

Acerca de

Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.

Información

  • Creador
    Stripe
  • Años de actividad
    2025 - 2026
  • Episodios
    32
  • Clasificación
    Explícito
  • Copyright
    © 2026 Stripe

También te podría interesar