Stripe

Building safe Payment Infrastructure for the autonomous economy — Steve Kaliski, Stripe

Jun 6, 2026 · 18:46

Steve Kaliski, Principal Software Engineer at Stripe, explains how to build safe payment infrastructure for the autonomous economy, focusing on enabling AI agents to spend money without catastrophic risk. He argues that discovery benefits from non-determinism (e.g., LLMs), but payments and credentials require determinism. Stripe's solutions include shared payment tokens that enforce spend limits per seller, amount, currency, and time; the machine payments protocol with Tempo for paying for API calls via HTTP status codes; and the agent e-commerce protocol with OpenAI for structured checkout flows. Kaliski also demonstrates how Stripe projects wraps these primitives. The goal is to minimize blast radius through verifiable identities, spend policies, and API-driven interactions.

The Missing Primitive for Agent Swarms — Lou Bichard, Ona

May 23, 2026 · 18:37

Lou Bichard, field CTO at Owner, argues that agent swarm infrastructure for coding agents is missing a coordination primitive, while runtimes and orchestration are largely solved. He defines a Software Factory as incrementally removing humans from the SDLC and highlights internal systems from Stripe (Minions) and RAMP (Inspect) as real-world examples. Owner provides VM-level isolation for agent fleets and sub-agent patterns, demonstrated with a demo of process-based and VM-based swarms. Bichard identifies GitHub as a poor coordination layer for hundreds of parallel pull requests and proposes solutions like state machines, durable execution, and a CLI gateway that any local agent can invoke to check progress. He notes context rot and agents skipping steps as key challenges, and announces a public two-week project to build a Software Factory from scratch starting next week.

Mastering AI Pricing — Mayank Pant, Stripe

May 1, 2026 · 24:19

Mayank Pant from Stripe explains that AI companies, growing 3x faster than traditional SaaS, face margin risk from power users and unpredictable compute costs, making hybrid pricing (base fee + usage fee) essential—56% of AI leaders now use it. He presents a five-step framework: define customer-perceived value (e.g., automation, augmentation, enhanced service, improved results), choose a charge metric (consumption, workflow, or outcome-based), adopt hybrid pricing with guardrails like usage caps and automated notifications, and iterate pricing frequently—84% agree fast adaptation is a competitive advantage. Pant illustrates with examples: Gamma charges per deck (not API calls), Intercom prices per resolved ticket. To keep customer-facing prices stable while changing features, he advises abstracting value with credits (e.g., 100 credits/month) that can be internally revalued. Stripe's billing infrastructure supports this iteration, with 78% of AI companies building on Stripe using its subscription, usage, and hybrid billing, plus Metronome for enterprise contracts.

#define AI Engineer - Greg Brockman, OpenAI (ft. Jensen Huang)

Aug 10, 2025 · 41:05

Greg Brockman, co-founder and president of OpenAI, discusses his journey from Stripe's first CTO (growing from 40 to 250 people) to leading AI development, sharing insights on independent study (completing three years of high school math in one year), the engineering-research partnership at OpenAI (emphasizing technical humility), and scaling challenges like ChatGPT hitting 1 million users in five days and ImageGen reaching 100 million in five days. He explains how Codex transforms coding (low double-digit percent of internal PRs written by Codex, 24,000 PRs merged in public GitHub in one day) and introduces "vibe coding" as an empowerment mechanism. In response to Jensen Huang's questions, Brockman predicts a future with diverse AI infrastructure (homogeneous accelerators as default, purpose-built for specific workloads) and a menagerie of domain-specific agents leveraging distillation, driving 10x more economic activity. He identifies basic research as a renewed scaling bottleneck alongside compute, data, algorithms, power, and money.

Shipping something to someone always wins — Kenneth Auchenberg (ex. Stripe, VSCode)

Jul 28, 2025 · 16:17

Kenneth Auchenberg, former VSCode and Stripe developer platform lead, argues that great AI products come from rapid iterative loops — shipping continuously viable 'skateboards' to real users rather than aiming for a perfect final product. He advocates for writing launch blog posts before building, working intimately with a few real customers (even texting them), and ignoring constraints like legal initially to design the best product. APIs are harder to change than UI, so early user feedback is critical. In AI, the fundamentals haven't changed: customer knowledge and iteration velocity matter more than ever, even as AI tools accelerate building. The goal should be to run a product feedback loop in under a day.

AX is the only Experience that Matters - Ivan Burazin, Daytona

Jul 24, 2025 · 15:25

Ivan Burazin, co-founder of Daytona, argues that agent experience (AX) is the only experience that matters, as AI agents will soon outnumber human developers and tools must be built for agents to autonomously operate. He cites that 25% of YC startups say AI writes 95% of their code and 37% of the latest YC batch build agents as products. Burazin outlines three AX pillars—seamless authentication, agent-readable docs (like Stripe's .md and LLMs.txt), and API-first design—then introduces Daytona's agent-native runtime, which spins up sandboxes in 27 milliseconds and includes features like a declarative image builder, network-mounted volumes for large datasets, and parallel execution for agents to fork environments. He concludes that any tool requiring a human in the loop is built for the past, and if agents cannot use a product, no one will.

How agents will unlock the $500B promise of AI - Donald Hruska, Retool

Jul 23, 2025 · 16:22

Donald Hruska, engineering lead for Retool's Agents product, argues that AI agents will unlock the $500B promise of AI by moving enterprises beyond toy chatbots into production-grade systems. He explains that building a basic agent is easy (e.g., 100 lines of code using React) but getting it into production requires solving security, cost overruns, observability, and compliance. Hruska outlines four options—build from scratch, use a framework like LangGraph, a managed platform like Retool Agents, or verticalized agents—and advises building for core differentiators and buying for commodity workflows. He cites Retool customers like ClickUp saving over $200,000 in vendor costs and Descript saving hundreds of hours weekly, while noting inference costs dropped 99.7% from 2022-2024. Retool charges $3 per hour for its cheapest agent and supports on-prem deployment.

Machines of Buying and Selling Grace - Adam Behrens, New Generation

Jul 23, 2025 · 19:37

Adam Behrens, CEO of New Gen, argues that AI will transform commerce from static websites to agentic interactions where buyer and seller agents negotiate via intent infrastructure. He traces the evolution from clerk-assisted stores to e-commerce, now to AI-natives where ChatGPT and Claude act as shopping interfaces. Behrens details three challenges: payment delegation (solved via Viza's delegated authentication), product discovery (a unified API akin to Plaid for merchants), and preference representation (two-sided, dynamic, with market-design solutions). He cites Samsung's adoption of an MCP server for chat clients and notes that AI-sourced users convert at higher rates. Behrens predicts revenue sharing via affiliate models and that agents may bypass credit cards for stablecoins, while merchants retain control by embedding transportable data into model providers' surfaces.

Building Agents (the hard parts!) - Rita Kozlov, Cloudflare

Jul 23, 2025 · 21:12

Rita Kozlov, VP of Product for Cloudflare's developer platform, presents the building blocks of AI agents—client, AI reasoning, workflows, and tools—arguing that effective agents require all four components. She highlights the Model Context Protocol (MCP) as a standard for exposing APIs to LLMs, and demonstrates Cloudflare's Agents SDK, which simplifies hosting remote MCP servers with built-in OAuth, state management via durable objects, and real-time WebSocket communication. Kozlov cites real-world impact: companies using agents for sales automation see 20% revenue increases, 90% faster support response times, and 50–75% time savings. She walks through a human-in-the-loop credit card approval workflow built with Nok, showing how durable objects maintain long-running state, prevent duplicate actions, and route approvals across Slack, email, or in-app notifications. The talk emphasizes that once an MCP server is deployed, it can be used directly from Cursor, Claude, ChatGPT, or a custom client, including voice interfaces via WebRTC-to-WebSocket translation.

The rise of the agentic economy on the shoulders of MCP — Jan Curn, Apify

Jul 18, 2025 · 18:08

Jan Curn, founder of Apify, argues that MCP (Model Context Protocol) enables a future agentic economy where AI agents autonomously discover and purchase tools from other agents or businesses (B2A/A2A). He explains that Apify's marketplace of 5,000 Actors (Docker-based tools) now integrates with MCP, allowing agents to dynamically discover and call any Actor via tool discovery — a key MCP feature. Curn demonstrates this with Claude Desktop, where an agent uses Apify's MCP server to find a venue, scrape Twitter, and even fill a form via a nested MCP server from Browserbase, all without prior configuration. He notes that Apify pays creators over $250,000 monthly, with total Actor revenue exceeding $1.5M/month, and that any developer can publish an Actor to monetize their tools instantly across the ecosystem. The talk closes with open questions about reliability, trust, and whether autonomous agent interaction can lead to AGI.

Recsys Keynote: Improving Recommendation Systems & Search in the Age of LLMs - Eugene Yan, Amazon

Jul 16, 2025 · 20:54

Eugene Yan's keynote presents three innovations for recommendation systems: Semantic IDs, LLM-augmented data, and unified models. Kuaishou’s trainable multimodal Semantic IDs increased cold-start coverage by 3.6% and velocity by 3.5% by clustering content embeddings. Indeed used GPT-4 fine-tuning and distillation to filter bad job recommendations, reducing bad recs by 20% while boosting application rate 4% and cutting unsubscribes 5%. Spotify’s LLM-generated exploratory search queries drove a 9% increase in exploratory queries for new categories like podcasts. Netflix’s Unicorn unified ranker matched or exceeded specialized models across search and recommendations, while Etsy’s unified embeddings with a quality vector achieved a 2.6% sitewide conversion lift and 5% more search purchases.

From PM at Stripe to Building an AI startup, a recent founder's journey - Mounir Mouawad

Jun 3, 2025 · 11:59

Mounir Mouawad, CEO and co-founder of Porsche AI, explains how building an AI startup differs from product roles at Stripe, Google, and Amazon, using video game analogies. He argues user problems are an 'emergent property' requiring hypothesis-driven iteration rather than conventional roadmaps. Product development is gratifying with releases in hours or days, but velocity is a 'stable stick' as opportunities like MCP come and go quickly. The hardest part is outreach without big brand support—like playing Crash Bandicoot without boosters—so he finds people followers, advocates, and partnerships (e.g., with Browserbase) essential. He asks listeners to star Porsche AI's GitHub repo.

Building Agents with Model Context Protocol - Full Workshop with Mahesh Murag of Anthropic

Mar 1, 2025 · 1:44:12

Mahesh Murag of Anthropic presents the Model Context Protocol (MCP) as an open standard that replaces fragmented integrations with a single protocol for connecting AI systems to data sources, enabling context-rich AI applications and agentic experiences. He explains MCP's philosophy, inspired by APIs and LSP, and its three interfaces: tools (model-controlled), resources (application-controlled), and prompts (user-controlled). Murag highlights adoption with over 1,100 community-built servers and official integrations from companies like Cloudflare and Stripe. He demonstrates building agents with MCP using the MCP-Agent framework, showing how agents can use tools dynamically and composably across hierarchical systems. Future plans include remote server support with OAuth 2.0, a centralized registry for discovery and verification, and enabling agents to self-evolve by dynamically finding new capabilities via registry search.