Stripe

弗拉德·特内夫向约翰·科里森推销将Stripe代币化，并讨论了保加利亚恶性通货膨胀、Robinhood银行业务、GameStop事件内幕——包括马克·贝尼奥夫、马克·扎克伯格和埃隆·马斯克的建议、订单流付费经济学及迈克尔·刘易斯的《闪电小子》、他通过弗兰克·斯鲁特曼框架的领导方式，以及他将如何改革美国证券交易委员会。 完整文字记录在Substack上：https://cheekypint.substack.com/p/robinhood-ceo-vlad-tenev-makes-his 订阅Cheeky Pint YouTube：https://www.youtube.com/playlist?list=PLcoWp8pBTM3ATMYLP-hFIhJORSw-nFOiY Spotify：https://open.spotify.com/show/2IHbGJJMpiFoz5YrvRfTFw Apple播客：https://podcasts.apple.com/us/podcast/cheeky-pint/id1821055332 Substack：https://cheekypint.substack.com/ 关键时间点 00:00 开场 00:58 保加利亚恶性通货膨胀 04:07 稳定币 05:41 投资中的本土偏好 06:59 Robinhood的起源 11:23 《闪电小子》一书中的错误 16:11 期权与股票 17:38 Robinhood Gold 19:34 Robinhood银行业务 22:04 贝尼奥夫、扎克伯格和马斯克对GameStop的建议 26:40 散户投资者对资本市场的影响 31:21 散户资金的来源 32:10 游戏化叙事 34:17 私有公司代币化 41:57 弗拉德推销Stripe代币化 45:00 预测市场：网球、教皇和人工智能 49:26 如果弗拉德执掌美国证券交易委员会 51:15 Robinhood如何快速交付产品？ 52:38 远程办公与Robinhood创始人社区 55:39 “弗兰克·斯鲁特曼会怎么做？” 57:32 活跃交易者 59:46 取消Robinhood现金卡 01:02:36 和谐与数学超级智能

Canva cofounder and COO Cliff Obrecht joins Stripe president John Collison for a fireside chat at Stripe Tour Sydney.

日本屈指のAI研究所 松尾研究所の取締役副社長 金 剛洙氏とストライプジャパン株式会社 代表取締役のダニエル・ヘフェルナンが、来たるべき「AI・エージェンティックコマース」時代に向けて、ビジネスと消費者の行動がどう変化していくのかについて語ります。 実店舗からEコマースへの移行に続く、次なる巨大な波。それは、AIエージェントが消費者の代わりにパーソナライズされた購買の意思決定を担う世界です。現在のAIの成長曲線を企業はどう捉えるべきか。そして、消費者がエージェントに購買を委任する際の「心理的ハードル」をどう乗り越え、新しい商取引の形へと適応していくのか、これからのビジネス戦略のあり方を深掘りします。

加入Michele Catasta，Replit的总裁兼AI负责人，深入了解定义Replit发展道路的决策、如何增长到5000万用户，以及如何领导全公司向AI转型。 关键时刻 00:00 AI热潮介绍 03:15 Replit的云端IDE根基 05:38 撰写AI宣言 15:10 先发布再迭代 27:36 基于使用量的定价 32:24 一人十亿美元公司 41:51 从250万美元到10亿美元ARR 43:23 用Vibe编码Replit本身 46:18 SaaS的清算

投资者兼科技分析师 Philipp Klöckner 与 Stripe EMEA CRO Conor McNamara 在 Tour Berlin 进行炉边谈话。

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

PH247创始人Louchavan Lemard过去花在追讨发票上的时间比经营业务还要多。他向我们讲述了劳埃德银行为英国小企业引入支付服务时发生的情况。

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

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

了解专为收入增长设计的Stripe产品。更多信息：https://stripesessions.com 开发者主题演讲：https://youtube.com/live/-vRY2dtD7iQ 经济索引主题演讲：https://youtu.be/5wGqWRv1Z1s Sam Altman炉边对话：https://youtu.be/5eouRdDYM2c Nat Friedman与Daniel Gross炉边对话：https://youtu.be/l9wzs_QIyp0 注册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

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

了解未来十年支付和全球贸易趋势。 更多信息：https://stripesessions.com 注册 Stripe Sessions 2027：https://register.stripesessions.com/2027?promocode=s27youtube 开幕主题演讲：https://youtu.be/lIsHZfRl2zw 开发者主题演讲：https://youtube.com/live/-vRY2dtD7iQ 经济索引主题演讲：https://youtu.be/5wGqWRv1Z1s Sam Altman 炉边对话：https://youtu.be/5eouRdDYM2c Nat Friedman 和 Daniel Gross 炉边对话：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