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John Collison

@collision • 237,655 subscribers

Co-founder of @stripe.

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Please enjoy this Cheeky Pint / Dwarkesh Patel crossover with Elon Musk. Dwarkesh was most interested in how Elon is going to make space datacenters work. I was most interested in Elon's method for attacking hard technical problems, and why it hasn’t been replicated as much as you might expect. But we got into plenty of topics in this three-hour session. 00:00:23 Space GPUs 00:35:39 Alignment 00:58:48 xAI 01:15:01 Optimus 01:28:03 China 01:40:46 Management 02:16:38 DOGE 02:34:58 Space GPUs redux

Please enjoy this Cheeky Pint / Dwarkesh Patel crossover with Elon Musk. Dwarkesh was most interested in how Elon is going to make space datacenters work. I was most interested in Elon's method for attacking hard technical problems, and why it hasn’t been replicated as much as you might expect. But we got into plenty of topics in this three-hour session. 00:00:23 Space GPUs 00:35:39 Alignment 00:58:48 xAI 01:15:01 Optimus 01:28:03 China 01:40:46 Management 02:16:38 DOGE 02:34:58 Space GPUs redux

21,508,998 просмотров • 5 месяцев назад

Dave Ricks, CEO of Eli Lilly, always has a few LLM queries going in meetings.

Dave Ricks, CEO of Eli Lilly, always has a few LLM queries going in meetings.

7,204,902 просмотров • 8 месяцев назад

New season of Cheeky Pint starts tomorrow! First up: Dwarkesh Patel and I sit down with Elon Musk to discuss space GPUs and much more.

New season of Cheeky Pint starts tomorrow! First up: Dwarkesh Patel and I sit down with Elon Musk to discuss space GPUs and much more.

3,401,179 просмотров • 5 месяцев назад

Dave Ricks has been at Eli Lilly and Company for 20% of its 150-year history. He came to the pub, poured his own Guinness, and gave us a 2-hour state of the pharma union: drug prices, clinical trials, patent clocks, the rise of generics, Chinese peptides, compounding pharmacies, the US healthcare system, and how the broad success of GLP-1s have transformed Lilly's business. If you've never heard Dave speak before, you're in for a treat. Timestamps: 00:00 Intro 05:08 Making R&D decisions 10:11 Clinical trials 24:59 Drug pricing 32:43 Stimulating more R&D 45:16 Pros and cons of US healthcare 58:20 New pharma business models 01:05:53 Stripe + 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?

Dave Ricks has been at Eli Lilly and Company for 20% of its 150-year history. He came to the pub, poured his own Guinness, and gave us a 2-hour state of the pharma union: drug prices, clinical trials, patent clocks, the rise of generics, Chinese peptides, compounding pharmacies, the US healthcare system, and how the broad success of GLP-1s have transformed Lilly's business. If you've never heard Dave speak before, you're in for a treat. Timestamps: 00:00 Intro 05:08 Making R&D decisions 10:11 Clinical trials 24:59 Drug pricing 32:43 Stimulating more R&D 45:16 Pros and cons of US healthcare 58:20 New pharma business models 01:05:53 Stripe + 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?

1,976,284 просмотров • 8 месяцев назад

Taking a Waymo is one of the most delightful new product experiences of the past few years, and they're now ramping to considerable scale (500,000 rides/week). I was excited to host co-CEO Dmitri Dolgov on Cheeky Pint. He’s been working on self-driving since the very beginning, and I got to ask all my questions about how Waymo works underneath the hood. 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

Taking a Waymo is one of the most delightful new product experiences of the past few years, and they're now ramping to considerable scale (500,000 rides/week). I was excited to host co-CEO Dmitri Dolgov on Cheeky Pint. He’s been working on self-driving since the very beginning, and I got to ask all my questions about how Waymo works underneath the hood. 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

703,195 просмотров • 3 месяцев назад

Crypto is back. Stripe will start supporting global stablecoin payments this summer. Transactions instantly settle on-chain and automatically convert to fiat. Join the waitlist and watch the demo (h/t Solana) from Sessions.

Crypto is back. Stripe will start supporting global stablecoin payments this summer. Transactions instantly settle on-chain and automatically convert to fiat. Join the waitlist and watch the demo (h/t Solana) from Sessions.

4,215,236 просмотров • 2 лет назад

At Stripe Sessions, we showed how we think agentic commerce will often happen behind the scenes in the course of producing other final products. Here, we show our Claude Code using MPP and Tempo to buy a dataset from Alpha Vantage (YC S18) in the process of generating a research report for me on AI energy usage.

At Stripe Sessions, we showed how we think agentic commerce will often happen behind the scenes in the course of producing other final products. Here, we show our Claude Code using MPP and Tempo to buy a dataset from Alpha Vantage (YC S18) in the process of generating a research report for me on AI energy usage.

347,211 просмотров • 2 месяцев назад

Tomorrow on Cheeky Pint: Sundar Pichai gets into everything AI with Elad Gil and me.

Tomorrow on Cheeky Pint: Sundar Pichai gets into everything AI with Elad Gil and me.

433,194 просмотров • 3 месяцев назад

Marc Andreessen on Cheeky Pint. Please do not attempt at 2x speed.

Marc Andreessen on Cheeky Pint. Please do not attempt at 2x speed.

933,588 просмотров • 9 месяцев назад

Dan Sundheim is one of the smartest stock pickers in the public markets. He joins Daniel Gross and me on Cheeky Pint to discuss their way of analysing businesses, how he makes 95% of the decisions on their $25 billion AUM, waking up at 3am, his career advice for new investors, SpaceX, and how he keeps finding good investments in Europe.

Dan Sundheim is one of the smartest stock pickers in the public markets. He joins Daniel Gross and me on Cheeky Pint to discuss their way of analysing businesses, how he makes 95% of the decisions on their $25 billion AUM, waking up at 3am, his career advice for new investors, SpaceX, and how he keeps finding good investments in Europe.

861,846 просмотров • 8 месяцев назад

Prediction markets are one of the most hotly-discussed new technologies of the past few years. Tarek Mansour and Luana Lopes Lara, founders of Kalshi, joined Matt Huang and me in the Cheeky Pint pub. We discussed their landmark lawsuit against the CFTC, how market making works on Kalshi, and where prediction markets go from here.

Prediction markets are one of the most hotly-discussed new technologies of the past few years. Tarek Mansour and Luana Lopes Lara, founders of Kalshi, joined Matt Huang and me in the Cheeky Pint pub. We discussed their landmark lawsuit against the CFTC, how market making works on Kalshi, and where prediction markets go from here.

297,070 просмотров • 4 месяцев назад

We've been thinking a lot at Stripe about the Coasean lens on AI: - The obvious near-term effect is reduced transaction costs within companies: shared context, systems of record, aligned incentives etc. - But inter-company transaction costs also reduce sharply: agents are great at discovery, make it trivially easy to integrate; make contracting much more straightforward; agent-to-agent commerce. - On net, we think second effect bigger in medium term: fewer people per firm, more output per firm, just more firms, and more coordination happening through market-like mechanisms

We've been thinking a lot at Stripe about the Coasean lens on AI: - The obvious near-term effect is reduced transaction costs within companies: shared context, systems of record, aligned incentives etc. - But inter-company transaction costs also reduce sharply: agents are great at discovery, make it trivially easy to integrate; make contracting much more straightforward; agent-to-agent commerce. - On net, we think second effect bigger in medium term: fewer people per firm, more output per firm, just more firms, and more coordination happening through market-like mechanisms

153,913 просмотров • 2 месяцев назад

Tomorrow on Cheeky Pint: Tony Xu of DoorDash

Tomorrow on Cheeky Pint: Tony Xu of DoorDash

158,356 просмотров • 2 месяцев назад

Susan Li is CFO of Meta and has never(!!) done a podcast. We talked about AI capex, whether your baseball hat should say FCF or EBITDA, how Meta allocates GPUs, and working with Mark Zuckerberg.

Susan Li is CFO of Meta and has never(!!) done a podcast. We talked about AI capex, whether your baseball hat should say FCF or EBITDA, how Meta allocates GPUs, and working with Mark Zuckerberg.

611,212 просмотров • 1 год назад

Eric Glyman Eric Glyman runs Ramp, which now powers >2% of US corporate spend. Alex Rampell and I dug in with him on why financial systems have proven resistant to automation, the second-order effects of AI on business, and Ramp’s strategy.

Eric Glyman Eric Glyman runs Ramp, which now powers >2% of US corporate spend. Alex Rampell and I dug in with him on why financial systems have proven resistant to automation, the second-order effects of AI on business, and Ramp’s strategy.

243,366 просмотров • 5 месяцев назад

One of the best parts of Stripe is working with the world's most interesting businesses. Taking advantage of this, we're launching a podcast where we host founders and leaders for a cheeky pint in our hastily-constructed office pub. Coming soon: episodes with Greg Brockman, Meta’s Susan Li, Kyle Vogt, and @levelsio. Let me know if you have suggested interviewees. We'll likely include a bunch of interviews with people you've never heard of but whose business stories are fascinating.

One of the best parts of Stripe is working with the world's most interesting businesses. Taking advantage of this, we're launching a podcast where we host founders and leaders for a cheeky pint in our hastily-constructed office pub. Coming soon: episodes with Greg Brockman, Meta’s Susan Li, Kyle Vogt, and @levelsio. Let me know if you have suggested interviewees. We'll likely include a bunch of interviews with people you've never heard of but whose business stories are fascinating.

496,377 просмотров • 1 год назад

Whenever I catch up with Tony Xu of DoorDash, I enjoy how encyclopaedic his knowledge of the restaurant industry is. In this episode we get into the economic forces driving the industry, along with a demo of Dot, their foray into autonomous delivery. 00:00:25 Why did DoorDash win? 00:10:50 China 00:17:10 Restaurant trends 00:27:59 Loyalty 00:30:40 Stripe Issuing 00:44:09 Delivery modalities 00:51:11 Fraud 00:58:32 New products 01:13:26 Dot

Whenever I catch up with Tony Xu of DoorDash, I enjoy how encyclopaedic his knowledge of the restaurant industry is. In this episode we get into the economic forces driving the industry, along with a demo of Dot, their foray into autonomous delivery. 00:00:25 Why did DoorDash win? 00:10:50 China 00:17:10 Restaurant trends 00:27:59 Loyalty 00:30:40 Stripe Issuing 00:44:09 Delivery modalities 00:51:11 Fraud 00:58:32 New products 01:13:26 Dot

116,845 просмотров • 2 месяцев назад

Tomorrow on Cheeky Pint: Satya Nadella takes us through Microsoft history.

Tomorrow on Cheeky Pint: Satya Nadella takes us through Microsoft history.

285,733 просмотров • 8 месяцев назад

Maths savant turned Cognition founder Scott Wu joins me to discuss their AI software engineer, acquiring Windsurf over a weekend, the Moneyball-ification of everything, math contests with Alexandr Wang in 6th grade, the future of independent coding tools, and why he thinks we already have AGI. Subscribe on Spotify, Apple Podcasts, and YouTube for future Cheeky Pint episodes. Timestamps: 00:00 Intro 01:13 Early life and maths competitions 03:47 Addepar job as a high schooler 05:43 Where are all the young founders? 08:45 Moneyball-ification of everything 11:42 Cognition’s AI software engineer, Devin 15:46 Essential and accidental complexity 17:59 How Devin works with enterprises 19:48 IDE productivity 21:56 Nihilist computer use argument 25:55 Benchmarking Devin 27:15 Market structure 30:32 Agent economy 37:21 Cognition’s team of founders 39:31 Jevons paradox and software 42:00 When will we see AI UIs? 45:52 “I think we have AGI” 47:03 Windsurf deal 52:37 M&A in AI 54:21 Cognition’s culture 55:48 Learning as a CEO 57:12 Scott’s information diet

Maths savant turned Cognition founder Scott Wu joins me to discuss their AI software engineer, acquiring Windsurf over a weekend, the Moneyball-ification of everything, math contests with Alexandr Wang in 6th grade, the future of independent coding tools, and why he thinks we already have AGI. Subscribe on Spotify, Apple Podcasts, and YouTube for future Cheeky Pint episodes. Timestamps: 00:00 Intro 01:13 Early life and maths competitions 03:47 Addepar job as a high schooler 05:43 Where are all the young founders? 08:45 Moneyball-ification of everything 11:42 Cognition’s AI software engineer, Devin 15:46 Essential and accidental complexity 17:59 How Devin works with enterprises 19:48 IDE productivity 21:56 Nihilist computer use argument 25:55 Benchmarking Devin 27:15 Market structure 30:32 Agent economy 37:21 Cognition’s team of founders 39:31 Jevons paradox and software 42:00 When will we see AI UIs? 45:52 “I think we have AGI” 47:03 Windsurf deal 52:37 M&A in AI 54:21 Cognition’s culture 55:48 Learning as a CEO 57:12 Scott’s information diet

345,485 просмотров • 10 месяцев назад

Tomorrow on Cheeky Pint: Dan Sundheim, an investing savant who never goes on podcasts, with Daniel Gross and me.

Tomorrow on Cheeky Pint: Dan Sundheim, an investing savant who never goes on podcasts, with Daniel Gross and me.

283,604 просмотров • 9 месяцев назад