Stripe says new businesses on its platform nearly doubled year over year
CEO Patrick Collison argues that AI agents favor ambitious, differentiated startups over narrow software wedges.
By Ryan Merket · Published
Why it matters
Stripe's proprietary data suggests AI is accelerating company formation and early monetization, even as agents threaten thin software products. The opportunity is shifting toward founders with deep knowledge, differentiated markets and plans ambitious enough to justify years of work.

Patrick Collison (@patrickc), Stripe's cofounder and CEO, said the number of new businesses starting on the payments platform was approaching twice last year's level as of July 26th, the strongest annual jump Stripe has recorded.…
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