John Collison
@collision • 252,908 subscribers
Co-founder of @stripe.
Videos
Cheeky Pint is back! Mark Zuckerberg Mark Zuckerberg and Alexandr Wang Alexandr Wang came to the pub to discuss their new frontier model, Muse Wonder. 00:00:24 Muse’s breakout use cases 00:07:28 The model is the product 00:14:35 Muse Wonder 00:24:56 How frontier models are built 00:48:26 Betting $100B 01:07:21 Agentic commerce 01:19:34 OpenRouter 01:20:06 Beyond the smartphone 01:27:00 Funding 01:34:06 Why AI won’t be winner-take-all 01:40:46 Meta Superintelligence Labs (MSL) 02:08:11 Working for Mark Zuckerberg
John Collison1,978,533 görüntüleme • 16 gün önce
Tomorrow on Cheeky Pint: Scott Kirby from @United breaks down the airline business for Ben Thompson and me: how they play the gate/slot contest, Starlink changing their competitive dynamics, and how everyone needs to stop outsourcing their thinking to surveys.
John Collison104,293 görüntüleme • 2 gün önce
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
John Collison21,521,046 görüntüleme • 8 ay önce
.Mercedes-AMG PETRONAS F1 Team is the leading F1 team and the best business in the sport. Toto Wolff is the only owner-principal. I was excited to sit him down and understand his business background, how they run engineering under the constantly-changing rules, his views on the industry, and how he's preparing for succession. 00:00:22 Spotting driver talent 00:06:24 Engineering and team selection 00:09:11 The F1 cost cap 00:25:21 Toto’s early investing career 00:38:15 Running Mercedes as an owner 00:46:47 Why F1 team values exploded 01:08:24 Succession planning
John Collison336,535 görüntüleme • 8 gün önce
.will o’brien of Ulysses Maritime Technologies, Inc. joins Chris Sacca 🇺🇸 and me for a pint to discuss how subsea robotics is unlocking Earth’s last frontier. We talk about the physical constraints of operating 1,500 meters underwater, why seagrass holds 20% of the ocean’s carbon, how green tape hinders environmental restoration, and why hard tech startups are verticalising hardware manufacturing. (Plus, Will's interesting Guinness history facts.)
John Collison223,083 görüntüleme • 13 gün önce
Dave Ricks, CEO of Eli Lilly, always has a few LLM queries going in meetings.
John Collison7,205,590 görüntüleme • 11 ay önce
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?
John Collison1,998,362 görüntüleme • 11 ay önce
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
John Collison703,935 görüntüleme • 7 ay önce
Marc Andreessen on Cheeky Pint. Please do not attempt at 2x speed.
John Collison934,603 görüntüleme • 1 yıl önce
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.
John Collison865,871 görüntüleme • 1 yıl önce
Tomorrow on Cheeky Pint: Sundar Pichai gets into everything AI with Elad Gil and me.
John Collison435,543 görüntüleme • 6 ay önce
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.
John Collison352,125 görüntüleme • 6 ay önce
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.
John Collison298,390 görüntüleme • 7 ay önce
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.
John Collison497,428 görüntüleme • 1 yıl önce