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Compute per problem is exploding, yet many companies still underuse AI

An OpenAI insider, speaking with a Stripe-affiliated host, argues that results now scale with compute spent per problem, while security, supply chains and alignment struggle to keep pace.

Published 29 Oct 2026Free

Payment credentials turned AI agents from spectators into actors

VGS strategy chief Terry Angelos tells a16z's Alex Rampell that credentials give agents arms and legs, but open card-network standards must settle who is liable when agents err.

Published 27 Oct 2026Free

Browser agents are winning by writing code, not clicking pixels

Browserbase growth engineer Kyle Jong argues computer-use agents improved by writing code against accessibility trees, while the harder unsolved problem is proving to websites that an agent deserves access.

Published 26 Oct 2026Free

Only 3-4% of 120,000 sites are ready for AI agents

Aura CEO Asaf Eluvique argues that agent-readiness is becoming a recommendation and revenue issue, even as incumbents like Amazon block assistants to protect advertising businesses built for human traffic.

Published 25 Oct 2026Free

Agents will compress bank multiples as AI revenue nears $170 billion

Jordy Visser, founder of Visser Labs, tells Julia La Roche why AI is the only macro that matters, how agents threaten banks, and why crypto is his 100-to-1 bet.

Published 23 Oct 2026Free

Stripe uses AI productivity to build everything, not to cut costs

Will Gaybrick of Stripe covers how agent-driven engineering changes its growth strategy, what agentic commerce still lacks, and why stablecoins and tokens are converging with money.

Published 22 Oct 2026Free

Meta wrote a $100 billion check before seeing Muse Wonder

Mark Zuckerberg and Alex Wang tell a Stripe-hosted podcast how Meta built Muse Wonder, why the model is the product, and how they justified a $100 billion-plus compute bet.

Published 22 Oct 2026Free