Bret Taylor: evaluation

Transcript context

…Companies will blast a voicemail memo to employees at the company. That's a way of distributing information. All these things are very moment in time. Maybe navigating websites and filling out forms was a bit of a moment in time. Is that how you see things playing out? I don't know. It's interesting because if you look at the past few iterations of technology, you had the PC revolution, then you had the internet and the browser, then the smartphone came out and the tablet. I was more optimistic about tablets than the way the world turned out. I see more tablets on airplanes, but I'm guessing if I walked around Stripe, I would see very few tablets out. Similarly, there's more smartphones than people, but there's still about 2 billion PCs in the world. I think it peaked some number of years ago, but it hasn't gone down as far as I know, and I haven't tracked this. That's interesting. We added to our digital world. But I think perhaps the more interesting metric is for you and me, what percentage of emails were sent through each device? Certainly from 2010 to 2020, most of the world might have transitioned from percentage of email on desktop to smartphone significantly. It's almost like market share of digital interactions, which I think is a really interesting way to think about it. Certainly, as you think of Stripe's business, where does commerce originate? You saw that move to mobile. But it doesn't mean that people… It's actually a very big… You wouldn't want to eliminate the PC commerce business. That would actually be catastrophically bad. Then you look at AI agents, and I believe most businesses, it will be their primary digital interface. It's because it works over WhatsApp and it works over the phone. If smart speakers make a comeback, they'll work over smart speakers. Which they may now. Maybe smart speakers were just too early.…

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