Stripe总裁反驳软件商品化论：2026客户群比2025大50%，智能体写30%代码，提效后反增人。
Stripe总裁Will Gaybrick在a16z访谈中说，自家数据并不支持“软件将被严重商品化”的说法。Stripe 2026年客户群比2025年大50%，2025年客户群又比2024年大70%。内部智能体一周写了30%的代码，全球税务申报功能只用了美国版三分之一的工期交付。AI让销售人员生产率提升20%后，Stripe反而增聘了更多销售。
A common thesis is software gets severely commoditized from here on out. Stripe's Will Gaybrick says...
A common thesis is software gets severely commoditized from here on out. Stripe's Will Gaybrick says their data shows the opposite: "It's plausible. We're either in the singularity or creeping towards the singularity, and it's very hard to estimate what a future looks like where models are recursively generating models." "But we are seeing the exact opposite right now, where software creation is exploding. Customers are monetizing faster than ever." "Our 2026 cohort is 50% larger and growing faster than the 2025 cohort. That one being 70% larger and growing faster than the 2024 cohort." @gaybrick @stripe @DavidGeorge83 Your browser does not support the video tag. 🔗 View on Twitter a16z @a16z Stripe's Will Gaybrick: "Build everything" Against an industry that sees agents as a way to cut costs, Stripe is using them to build more: agents wrote 30% of code in a week, global tax filing shipped in 1/3 the time the US version took, and after AI made sellers 20% more productive, Stripe hired even more sellers. President of Technology & Business @gaybrick sits down with a16z's David George to cover why there's no one left for Stripe to copy, why checkout pages will disappear, how agents plus stablecoins make micropayments real, and why tokens are becoming a currency worth protecting like dollars. 00:00 Intro 01:00 From payments to 30 products 02:30 1 in 6 free trials abused 05:50 Win the startups, then win them again 09:40 Borrowing from Google, Apple, and Ford 14:30 Minions: 7K one-shot PRs a week 18:45 Building everything vs. cutting costs 26:00 Why timelines keep compressing 29:50 What replaces the checkout page 34:20 The case against $9.99 subscriptions 37:20 Stablecoins solve a political problem 41:35 Tempo, a payments-only blockchain 43:10 Tokens are money now 49:00 How Stripe scales taste youtube.com/watch?v=P5iICD… @gaybrick @DavidGeorge83 Your browser does not support the video tag. 🔗 View on Twitter 🔗 View Quoted Tweet 💬 5 🔄 4 ❤️ 16 👀 4988 📊 6 ⚡