Join Michela Catasta, Replit's President and Head of AI, for an inside look at the decisions that defined Replit's path, what it takes to grow to 50 million users, and how to lead a company-wide shift to AI.
Key moments
00:00 AI boom intro
03:15 Replit's cloud IDE roots
05:38 Writing the AI manifesto
15:10 Ship ugly, iterate fast
27:36 Usage-based pricing
32:24 One-person billion-dollar company
41:51 $2.5M to $1B ARR
43:23 Vibe coding Replit itself
46:18 The SaaS reckoning
45:37
Join Michela Catasta, Replit's President and Head of AI, for an inside look at the decisions that defined Replit's path, what it takes to grow to 50 million users, and how to lead a company-wide shift to AI.
Key moments
00:00 AI boom intro
03:15 Replit's cloud IDE roots
05:38 Writing the AI manifesto
15:10 Ship ugly, iterate fast
27:36 Usage-based pricing
32:24 One-person billion-dollar company
41:51 $2.5M to $1B ARR
43:23 Vibe coding Replit itself
46:18 The SaaS reckoning
Alan cofounder and CTO joins Stripe French country lead Laurent Curny for a fireside chat at Tour Paris.
Register for Stripe Tour 2026: https://stripetour.com
34:54
Alan cofounder and CTO joins Stripe French country lead Laurent Curny for a fireside chat at Tour Paris.
Register for Stripe Tour 2026: https://stripetour.com
Cleo founder and CEO Barney Hussey-Yeo joins Stripe CEO John Collison for a fireside chat at Tour London.
Register for Stripe Tour 2026: https://stripetour.com
39:31
Cleo founder and CEO Barney Hussey-Yeo joins Stripe CEO John Collison for a fireside chat at Tour London.
Register for Stripe Tour 2026: https://stripetour.com
PH247 founder Louchavan Lemard was spending more time chasing invoices than running his business. He told us about what happened when Lloyds brought payments to UK small businesses.
1:48
PH247 founder Louchavan Lemard was spending more time chasing invoices than running his business. He told us about what happened when Lloyds brought payments to UK small businesses.
Ten years ago, Stripe opened its first offices in France. A decade later, the French ecosystem has transformed: iconic companies have reinvented themselves, a new generation of startups has emerged, and platforms have enabled hundreds of thousands of entrepreneurs to launch their ventures. We brought together some of the figures who have contributed to this transformation, over a lunch.
The second of two conversations focuses on how iconic French companies are reinventing themselves in the age of AI and agents with:
Lou Grasser (Chief Digital Operations Officer, Le Monde)
Carole Roth (Senior VP Hotel Experience, Accor)
Matthieu Stefani (Host, Génération Do It Yourself)
Key moments:
00:01:06 Le Monde and the subscription model
00:05:22 Accor's asset-light model
00:09:36 The Microsoft reinvention
00:12:14 How large corporations stay agile and innovative
00:22:41 Matthieu Stefani's perspective on the Chinese model
00:28:13 How AI is changing the way they do business
00:29:34 The next decade
43:23
Ten years ago, Stripe opened its first offices in France. A decade later, the French ecosystem has transformed: iconic companies have reinvented themselves, a new generation of startups has emerged, and platforms have enabled hundreds of thousands of entrepreneurs to launch their ventures. We brought together some of the figures who have contributed to this transformation, over a lunch.
The second of two conversations focuses on how iconic French companies are reinventing themselves in the age of AI and agents with:
Lou Grasser (Chief Digital Operations Officer, Le Monde)
Carole Roth (Senior VP Hotel Experience, Accor)
Matthieu Stefani (Host, Génération Do It Yourself)
Key moments:
00:01:06 Le Monde and the subscription model
00:05:22 Accor's asset-light model
00:09:36 The Microsoft reinvention
00:12:14 How large corporations stay agile and innovative
00:22:41 Matthieu Stefani's perspective on the Chinese model
00:28:13 How AI is changing the way they do business
00:29:34 The next decade
For founders in emerging markets, the biggest hurdle is the movement of money. Traditional fiat transactions can take days to settle, locking up capital and slowing down growth.
Meet three founders, Wilson Wilson (Ferndesk), Pamela Gonzales (Unicodemy), and Niccolas Muñoz (Personnn), to see how they are using Stripe Treasury and stablecoins to turn “impossible” into “instant.” From paying international contractors to sourcing hardware components globally, stablecoins and Treasury are leveling the playing field for the next generation of entrepreneurs.
Learn more about Stripe Treasury:
https://stripe.com/treasury
3:22
For founders in emerging markets, the biggest hurdle is the movement of money. Traditional fiat transactions can take days to settle, locking up capital and slowing down growth.
Meet three founders, Wilson Wilson (Ferndesk), Pamela Gonzales (Unicodemy), and Niccolas Muñoz (Personnn), to see how they are using Stripe Treasury and stablecoins to turn “impossible” into “instant.” From paying international contractors to sourcing hardware components globally, stablecoins and Treasury are leveling the playing field for the next generation of entrepreneurs.
Learn more about Stripe Treasury:
https://stripe.com/treasury
Ten years ago, Stripe opened its first offices in France. A decade later, the French ecosystem has transformed: iconic companies have reinvented themselves, a new generation of startups has emerged, and platforms have enabled hundreds of thousands of entrepreneurs to launch their ventures. We brought together some of the figures who have contributed to this transformation, over a lunch.
The first of two conversations focus on the emergence of the French tech ecosystem with:
Stanislas Polu (Cofounder and CTO, Dust)
Stéphanie Hospital (Founder and CEO, OneRagtime)
Pierre André (Cofounder and COO, Wecasa)
Key moments:
00:00:51 French tech ecosystem
00:11:06 How AI and agents are reshaping French businesses
00:25:27 Building in France and expanding globally
42:31
Ten years ago, Stripe opened its first offices in France. A decade later, the French ecosystem has transformed: iconic companies have reinvented themselves, a new generation of startups has emerged, and platforms have enabled hundreds of thousands of entrepreneurs to launch their ventures. We brought together some of the figures who have contributed to this transformation, over a lunch.
The first of two conversations focus on the emergence of the French tech ecosystem with:
Stanislas Polu (Cofounder and CTO, Dust)
Stéphanie Hospital (Founder and CEO, OneRagtime)
Pierre André (Cofounder and COO, Wecasa)
Key moments:
00:00:51 French tech ecosystem
00:11:06 How AI and agents are reshaping French businesses
00:25:27 Building in France and expanding globally
Learn about Stripe products designed for revenue growth. More information: https://stripesessions.com
Developer keynote: https://youtube.com/live/-vRY2dtD7iQ
Indexing the economy keynote: https://youtu.be/5wGqWRv1Z1s
Sam Altman fireside: https://youtu.be/5eouRdDYM2c
Nat Friedman and Daniel Gross fireside: https://youtu.be/l9wzs_QIyp0
Register for Stripe Sessions 2027: https://register.stripesessions.com/2027?promocode=s27youtube
1:27:07
Learn about Stripe products designed for revenue growth. More information: https://stripesessions.com
Developer keynote: https://youtube.com/live/-vRY2dtD7iQ
Indexing the economy keynote: https://youtu.be/5wGqWRv1Z1s
Sam Altman fireside: https://youtu.be/5eouRdDYM2c
Nat Friedman and Daniel Gross fireside: https://youtu.be/l9wzs_QIyp0
Register for Stripe Sessions 2027: https://register.stripesessions.com/2027?promocode=s27youtube
OpenAI cofounder and CEO Sam Altman joins Stripe CEO Patrick Collison for a fireside chat at Stripe Sessions.
More information: https://stripesessions.com
Register for Stripe Sessions 2027: https://register.stripesessions.com/2027?promocode=s27youtube
Opening keynote: https://youtu.be/lIsHZfRl2zw
Developer keynote: https://youtube.com/live/-vRY2dtD7iQ
Indexing the economy keynote: https://youtu.be/5wGqWRv1Z1s
Sam Altman fireside: https://youtu.be/5eouRdDYM2c
Nat Friedman and Daniel Gross fireside: https://youtu.be/l9wzs_QIyp0
56:31
OpenAI cofounder and CEO Sam Altman joins Stripe CEO Patrick Collison for a fireside chat at Stripe Sessions.
More information: https://stripesessions.com
Register for Stripe Sessions 2027: https://register.stripesessions.com/2027?promocode=s27youtube
Opening keynote: https://youtu.be/lIsHZfRl2zw
Developer keynote: https://youtube.com/live/-vRY2dtD7iQ
Indexing the economy keynote: https://youtu.be/5wGqWRv1Z1s
Sam Altman fireside: https://youtu.be/5eouRdDYM2c
Nat Friedman and Daniel Gross fireside: https://youtu.be/l9wzs_QIyp0
Two of tech's most active AI investors will join John and Patrick Collison to discuss how frontier technologies are reshaping the global economy.
More information: https://stripesessions.com
Register for Stripe Sessions 2027: https://register.stripesessions.com/2027?promocode=s27youtube
Opening keynote: https://youtu.be/lIsHZfRl2zw
Developer keynote: https://youtube.com/live/-vRY2dtD7iQ
Indexing the economy keynote: https://youtu.be/5wGqWRv1Z1s
Sam Altman fireside: https://youtu.be/5eouRdDYM2c
Nat Friedman and Daniel Gross fireside: https://youtu.be/l9wzs_QIyp0
55:59
Two of tech's most active AI investors will join John and Patrick Collison to discuss how frontier technologies are reshaping the global economy.
More information: https://stripesessions.com
Register for Stripe Sessions 2027: https://register.stripesessions.com/2027?promocode=s27youtube
Opening keynote: https://youtu.be/lIsHZfRl2zw
Developer keynote: https://youtube.com/live/-vRY2dtD7iQ
Indexing the economy keynote: https://youtu.be/5wGqWRv1Z1s
Sam Altman fireside: https://youtu.be/5eouRdDYM2c
Nat Friedman and Daniel Gross fireside: https://youtu.be/l9wzs_QIyp0
Hear about trends that will shape the next decade of payments and global trade.
More information: https://stripesessions.com
Register for Stripe Sessions 2027: https://register.stripesessions.com/2027?promocode=s27youtube
Opening keynote: https://youtu.be/lIsHZfRl2zw
Developer keynote: https://youtube.com/live/-vRY2dtD7iQ
Indexing the economy keynote: https://youtu.be/5wGqWRv1Z1s
Sam Altman fireside: https://youtu.be/5eouRdDYM2c
Nat Friedman and Daniel Gross fireside: https://youtu.be/l9wzs_QIyp0
31:07
Hear about trends that will shape the next decade of payments and global trade.
More information: https://stripesessions.com
Register for Stripe Sessions 2027: https://register.stripesessions.com/2027?promocode=s27youtube
Opening keynote: https://youtu.be/lIsHZfRl2zw
Developer keynote: https://youtube.com/live/-vRY2dtD7iQ
Indexing the economy keynote: https://youtu.be/5wGqWRv1Z1s
Sam Altman fireside: https://youtu.be/5eouRdDYM2c
Nat Friedman and Daniel Gross fireside: https://youtu.be/l9wzs_QIyp0
Join Tao Zhang, Manus AI’s cofounder and CPO, for an inside look at building and scaling an AI business across global markets. For questions or more information, get in touch with a Stripe expert at https://stripe.com/contact/sales.
00:35 Manus goes viral
04:17 Finding audience
06:15 Product development
15:33 Structuring teams
22:30 Global office culture
24:23 $800M ARR in 8 months
29:12 Measuring success
34:42 Future challenges
Recorded January 26, 2026
38:18
Join Tao Zhang, Manus AI’s cofounder and CPO, for an inside look at building and scaling an AI business across global markets. For questions or more information, get in touch with a Stripe expert at https://stripe.com/contact/sales.
00:35 Manus goes viral
04:17 Finding audience
06:15 Product development
15:33 Structuring teams
22:30 Global office culture
24:23 $800M ARR in 8 months
29:12 Measuring success
34:42 Future challenges
Recorded January 26, 2026