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Stripe CEO says AI startups are growing faster than SaaS ever did and calling them wrappers ‘misses the point’


In itself Annual letter Thursday, giant of payments Wale The beginnings of the beginnings of artificial intelligence said that they have highly rapidly grew rapidly from the traditional Saas companies, “to see the AI ​​Boom.”

In a table, the top 100 AI companies (through income) showed that in 2024 in 2024, in 2024, in 2018, 37 months in 2018, to reach the same stage in 2018

“Our 2024 information builds enterprises at the record pace of these beginnings,” said Strip CEO and co-founder Patrick Collison wrote.

In particular, Collison, AI-powerful coding, more than $ 7 million, “in total of 3 months,” in a “total of 3 months” and the Bolt, which reached $ 20 million in two months, said he received more than $ 2 million.

“Saaa’s horizontal and then a vertical (first seller and then went to the toast), we see a similar dynamic game in AI: We started with ChatrEct, but now we see the spread of industrial special tools.” “Some people called these beginnings to LLM wraps”; Those people lose the point. “

Stripe said that these players of the new industry’s special AI instruments helped to properly implement the economic impact of LLMs and proving the integration of contextual, data and workflow in the influx of workflow.

As evidence, the collison, storchpro pointed to the beginnings as a patient and medical services, as well as architects, as well as architects as well as in addition to medical care.

The strip along the same vascular, as it still belongs to small enterprises, 60% of SMBs, 6.3% of SAAA platforms, as small as small enterprises are about 60% Comparison set.

Also recorded in the letter In 2024, the payment volume reached $ 1.4 trillionrose 38% a year ago. On Thursday, the company confirmed the tender proposal Investors will receive $ 91.5 billion in stocks. The strip said that as part of the operation will buy shares as well.



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