Stripe valued at $159B, 2025 annual letter

kept by eddie mar 01

Stripe's $159B valuation comes from $1.9 trillion in processed volume (34% YoY growth) and a $1B Revenue suite run rate, powering 90% of the Dow and 80% of the Nasdaq 100.

Agents can now create Cloudflare accounts, buy domains, and deploy
Cloudflare and Stripe launch a protocol that lets AI agents autonomously create accounts, subscribe, and buy domains to deploy apps without human involvement.
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The future of work is world models - by Rohit Krishnan
Managing a business with numerous AI agents requires a 'world model' that simulates operations and predicts outcomes, shifting management from direct control to exception handling and simulation.
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Why a Payments Giant Is Paying $7 Billion for the ‘Stripe of AI’ - WSJ
Stripe agreed to acquire AI model‑routing startup OpenRouter for over $7 billion to help developers optimize token usage across multiple AI providers.
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https://t.co/v7sot4WCI2
A market analyst argues that AI agents will systematically dismantle the five core moats protecting vertical SaaS companies, potentially causing a structural collapse in software valuations.
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Musings on Markets: Revisiting the SpaceX Valuation: A Post-Prospectus Update!
A finance professor updates his SpaceX valuation to $1.3 trillion after the IPO prospectus reveals heavy AI investment, dual-class control, and risky governance.
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