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In-depth insights in seconds. Ask Deep Research.

Stripe

Stripe is a global technology company that enables businesses to accept and process online payments. Founded in 2010, Stripe serves over 100,000 businesses in more than 100 countries with a suite of payment processing tools, including payment gateways, fraud prevention, and subscription management. Key executives include co-founders Patrick and John Collison, and the company has divisions in San Francisco, Seattle, Dublin, and Singapore. Competitors include PayPal, Square, and Adyen.

Recent Articles about Stripe
Andrey Rudkov / Bloomberg via Getty Images
AI Infrastructure

The Startup Trying to Tame Accounting Chaos Behind AI Data Centers

By Anissa Gardizy · Apr 20, 2026 10:08am PDT
The rush to build and finance AI data centers has created a new kind of stress for CFOs at companies developing them. Some executives at these firms tell me they are struggling to keep their books accurate and move money from their lenders to their suppliers on time, raising the risk of costly delays or even huge overpayments.That risk is... The rush to build and finance AI data centers has created a new kind of stress for CFOs at...
Images from Reddit.
AI Agenda

OpenAI Takes Aim at Google with New Image Model

By Stephanie Palazzolo · Apr 20, 2026 7:00am PDT
If you’ve been on X or Reddit in recent weeks, you’ve likely seen images created by an upcoming model from OpenAI floating around. Sharp-eyed people have pointed out that the new model is potentially being tested with some ChatGPT users and on leaderboards under code names. The images generated by that model, which some are calling “... If you’ve been on X or Reddit in recent weeks, you’ve likely seen images created by an upcoming...
Art by Mike Sullivan
Exclusive

Google Creates Strike Team to Improve Coding Models

By Erin Woo · Apr 20, 2026 6:00am PDT · 1 comment
Google has assembled a strike team of researchers and engineers to improve its AI coding models, according to three people with direct knowledge of the situation, as it looks to automate more of its own coding and ultimately its AI research. The push was prompted in part by Anthropic’s recent AI model releases, according to two of the people.... Google has assembled a strike team of researchers and engineers to improve its AI coding models,...
Anthropic CFO Krishna Rao. Art by Mike Sullivan.
Anthropic’s CFO Wields Power Behind the Scenes
By Sri Muppidi, Valida Pau and Cory Weinberg · Apr 18, 2026 7:30am PDT · 4 comments
Anthropic CFO Krishna Rao. Art by Mike Sullivan.
Exclusive

Anthropic’s CFO Wields Power Behind the Scenes

By Sri Muppidi, Valida Pau and Cory Weinberg · Apr 18, 2026 7:30am PDT · 4 comments
These days, Anthropic is a crowded place: a startup with its own in-house philosopher, researchers devoted to preventing Armageddon and a CEO willing to go toe-to-toe with the Pentagon. And then there’s Chief Financial Officer Krishna Rao, who has emerged as a key force within the company while staying far out of the spotlight. When Rao... These days, Anthropic is a crowded place: a startup with its own in-house philosopher,...
Sam Altman (left) and Andrew Feldman (right). Art by Clark Miller; Getty Images.
Exclusive

OpenAI to Spend More Than $20 Billion on Cerebras Chips, Receive Equity Stake

By Anissa Gardizy and Valida Pau · Apr 16, 2026 6:19pm PDT · 1 comment
OpenAI recently struck an unusual deal to lessen its dependence on Nvidia’s AI chips and potentially lower its computing expenses in the coming years. OpenAI has agreed to pay chip designer Cerebras more than $20 billion to use servers powered by the firm’s AI server chips over the next three years, according to multiple people with knowledge of... OpenAI recently struck an unusual deal to lessen its dependence on Nvidia’s AI chips and...
Art by Mike Sullivan.
Q&A

The Hidden Costs of AI Shopping Payments

By Ann Gehan · Apr 15, 2026 10:30am PDT · 1 comment
Shoppers using AI are seeking refunds and disputing credit card charges at an elevated rate, highlighting the financial risks of AI-powered shopping, according to Carlo Bruno, vice president of product at payments firm Adyen. Companies must figure out how to handle that risk before AI can reliably tackle online purchases, Bruno said. The... Shoppers using AI are seeking refunds and disputing credit card charges at an elevated rate,...
Art via Getty Images
AI Agenda

The Enigma of the Data Labeling Startup Explosion

By Stephanie Palazzolo · Apr 14, 2026 7:52am PDT
If you’re like me, you’ve been watching the explosion of data labeling and reinforcement learning environment startups with a mix of confusion and awe. These companies, which hire experts in fields like medicine, law and software engineering and build fake copies of apps like Salesforce and Excel to produce training data for AI models, are... If you’re like me, you’ve been watching the explosion of data labeling and reinforcement learning...
Art by Mike Sullivan
Polymarket Reverses Course on Startups That Piggyback on Insider Trades
By Michael Roddan · Apr 14, 2026 6:00am PDT
Art by Mike Sullivan
Exclusive

Polymarket Reverses Course on Startups That Piggyback on Insider Trades

By Michael Roddan · Apr 14, 2026 6:00am PDT
Polymarket was already under pressure to curb insider trading when it launched a program late last year to support startups that sent trades to its prediction market. Those companies quickly began handing suspected insider trading accounts to their own customers, letting them copy those trades. Now Polymarket has launched an audit of those... Polymarket was already under pressure to curb insider trading when it launched a program late...
Art by Mike Sullivan
AI Agenda

‘Reinforcement Learning Gym’ Startup, Buoyed by Labs’ Appetite For Training Data, Reaches $750 Million Valuation

By Stephanie Palazzolo · Apr 13, 2026 7:00am PDT
AI developers are getting more creative in how they acquire data to train AI models. For instance, they’re paying startups to develop copies of popular apps, like Salesforce or Excel, to teach models how to use the apps—otherwise known as reinforcement learning environments or gyms.One beneficiary of this trend is Fleet, a two-year-old startup... AI developers are getting more creative in how they acquire data to train AI models. For...
Chapter cofounder and CEO Cobi Blumenfeld-Gantz. Photo courtesy of Chapter.
AI Agenda

The $3 Billion AI Medicare Broker Backed By Two Vice Presidents

By Stephanie Palazzolo · Apr 9, 2026 7:00am PDT · 1 comment
Meta Platforms’ Wednesday release of Spark, the first model in its broader Muse model family, doesn’t blow other frontier models out of the water, according to developers and researchers I talked to. But at least puts the company back in the AI conversation. The model is already powering the Meta AI app and website but it’ll take some time... Meta Platforms’ Wednesday release of Spark, the first model in its broader Muse model family,...
AI Agenda Newsletter
Stay ahead of the innovation and disruption happening in AI. Stephanie Palazzolo covers the tech, startups, companies and people making headlines.
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Michael Nagle/Bloomberg via Getty Images.
The Information Finance

Nvidia Worth $22 Trillion? This Old-School Financial Model Says Yes.

By Ken Brown · Apr 8, 2026 9:07am PDT · 2 comments
Nvidia shares should be worth a lot more than they are now—400% more, to be exact. And most software stocks should be worth less—some a lot less—than they are now. You can find assessments like these all over social media, but in this case, they come from one of the most respected quantitative investing models in finance. UBS HOLT is that... Nvidia shares should be worth a lot more than they are now—400% more, to be exact. And most...
Art by Clark Miller; YouTube.
Polygon Labs in Talks to Raise Up to $100 Million for Payments Business
By Yueqi Yang · Apr 8, 2026 6:00am PDT
Art by Clark Miller; YouTube.
Exclusive

Polygon Labs in Talks to Raise Up to $100 Million for Payments Business

By Yueqi Yang · Apr 8, 2026 6:00am PDT
Polygon Labs, developer of the blockchain that underpins prediction market Polymarket and other crypto platforms, is in early talks with investors to raise as much as $100 million to build a new stablecoin payments business, according to people familiar with the talks. The funding discussions come amid a nasty downturn in crypto. The new venture... Polygon Labs, developer of the blockchain that underpins prediction market Polymarket and other...
Anthropic CEO Dario Amodei. Bloomberg/Getty Images.
Dealmaker

How Anthropic Could Hit $100 Billion in Annualized Revenue This Year

By Sri Muppidi · Apr 7, 2026 4:33pm PDT · 2 comments
What could stop Anthropic now? The maker of the Claude chatbot said Monday it is generating more than $30 billion in annualized revenue, up from $19 billion about a month ago and more than triple its year-end level. At that pace, the company is on track to surpass its mid-December projection of $32 billion in annualized revenue by the end of... What could stop Anthropic now? The maker of the Claude chatbot said Monday it is generating more...
Daniela Amodei, co-founder and president of Anthropic. Kimberly White/Common Sense Media/Getty Images.
AI Agenda

Anthropic’s Compute Crunch Strikes Again

By Stephanie Palazzolo · Apr 7, 2026 7:00am PDT
Anthropic said Monday afternoon it had topped $30 billion in annualized revenue, implying growth surged 58% since the end of February. It also suggests the maker of the Claude chatbot may have surpassed OpenAI, which was generating $25 billion in annualized revenue in February.Despite its success, Anthropic isn’t winning any fans in the... Anthropic said Monday afternoon it had topped $30 billion in annualized revenue, implying growth...
Honeywell and startup Odys are building the hybrid-electric Laila, which would bring down drones in combat. Photo: Courtesy Odys
The Electric

The Electric: Honeywell Jumps Into the Race to Develop Electric Aircraft for the Pentagon

By Steve LeVine · Apr 6, 2026 9:00am PDT
Multiple electric aviation startups are developing aircraft for combat missions in a race for billions of dollars in orders they expect from the Pentagon and other military buyers amid a boom in defense spending. Multiple electric aviation startups are developing aircraft for combat missions in a race for...
The Electric Newsletter
An exclusive publication covering the nascent battery and electric vehicle revolutions.
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TBPN hosts John Coogan (left) and Jordi Hays. Photo courtesy of TBPN.
Why OpenAI's TBPN Deal is No Joke
By Martin Peers · Apr 2, 2026 5:00pm PDT · 2 comments
TBPN hosts John Coogan (left) and Jordi Hays. Photo courtesy of TBPN.
The Briefing

Why OpenAI's TBPN Deal is No Joke

By Martin Peers · Apr 2, 2026 5:00pm PDT · 2 comments
OpenAI’s shuttering of Sora wasn’t meant to be the end of its adventures in video generation, it turns out. Instead of using AI to generate videos, OpenAI wants to use videos to drive AI adoption.That’s one way of looking at the company’s rather startling decision on Thursday to buy TBPN, the Silicon Valley talk show that specializes in schmoozy... OpenAI’s shuttering of Sora wasn’t meant to be the end of its adventures in video generation, it...
OpenAI CEO Sam Altman. Nathan Laine/Bloomberg via Getty Images
The Briefing

Mixed OpenAI Investor Signals

By Cory Weinberg · Apr 1, 2026 5:00pm PDT
Four months ago, Sam Altman got testy with one of his own investors, Altimeter Capital’s Brad Gerstner, in a podcast soundbyte heard round the world. “Brad, if you want to sell your shares, I’ll find you a buyer,” Altman said.Indeed, he seems to have found plenty of buyers. Four months ago, Sam Altman got testy with one of his own investors, Altimeter Capital’s Brad...
Art by Mike Sullivan
AI Agenda

Claude Code Leak Reveals Always-On ‘Kairos’ Agent

By Rocket Drew, Stephanie Palazzolo and Aaron Holmes · Apr 1, 2026 7:00am PDT
Anthropic’s cybersecurity employees have probably spent the past week scolding their colleagues. After accidentally publishing a blog post last week containing details of its next flagship AI model, Claude Mythos, the company on Tuesday said it had accidentally leaked some of the source code powering its popular Claude Code coding agent.In... Anthropic’s cybersecurity employees have probably spent the past week scolding their colleagues....
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