Bonus Episode: Stripe CEO John Collison 2/28/25

Squawk Pod

CNBC

Business News, Investing, Business, News

4 • 494 Ratings

🗓️ 28 February 2025

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In a rare interview, Stripe CEO John Collison sits down with Andrew Ross Sorkin. At 15 years old, the payments company is worth $91.5 billion, but it’s still private. In part, Stripe has avoided going public thanks to tender offers it periodically offers employees and shareholders. In its most recent tender offer, Stripe revealed $1.4 trillion in total payment volume in 2024, and Collison explains that AI, including OpenAI, Perplexity, and over 700 AI agents using Stripe have helped grow the company. In a special, extended conversation, Stripe CEO discusses the company’s future, the utility of stablecoins, and the next era of AI innovation. John Collision - 06:32 In this episode: Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Transcript

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0:00.0	This is a special bonus episode of Squawk Pod with John Collison, CEO of Payments Company, Stripe.
0:11.0	Unlike maybe previous booms that were more of a speculative nature, where you had just kind of asset price speculation, here we're seeing an AI boom that's very real. You know, there's a bunch of
0:22.2	companies that have grown and grown and grown over the past years, but they've grown because
0:25.6	they have, you know, they have real revenue and they have real revenue because there are
0:28.9	customers who find the products really, really useful. The 15-year-old startup is now worth
0:34.2	$91.5 billion, in part thanks to artificial intelligence.
0:39.3	Open AI and anthropic and cursor and perplexity and all the companies that rightly are getting
0:45.3	a lot of focus right now because of what they're doing, you know, they're all running on Stripe.
0:49.3	Collison sits down for a rare interview with Andrew Ross Sorkin to discuss where Stripe and AI go from here.
0:57.0	It is very likely that, you know, you give agents the ability to actually go spend money for you.
1:02.0	Hey, AI, go shopping and pay with my Stripe.
1:05.0	Oh, I like this shirt. I want to buy another one of it.
1:09.0	You know, there's no reason the agent can't go into your email, find the receipt, and then go purchase it again.
1:13.1	And so we are building a Stripe for that new world.
1:17.6	I'm CNBC producer Katie Kramer.
1:20.1	Squawk Pod with Stripe CEO John Collison begins right after this.
1:38.2	This is Squawk Pod from CNBC.
1:43.2	Today's interview is a rare one with Stripe CEO John Collison.
1:45.9	This week, Stripe announced a tender offer for employees and shareholders. The 15-year-old payments company is now valued at a whopping $91.5 billion.
1:54.1	Huge, but not quite as huge as it was just a few years ago back in 2021. That's when Stripe's
2:00.3	valuation peaked at $95 billion.
2:03.5	The company has offered tender offers before. Stripe is one of the largest startups to stave off
	...

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