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John Collison

Co-founder · Stripe

Claims
79
Episodes
14
Shows
2
Named items
2

Books, apps, and tools

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service / likes

ElevenLabs

“I don't know how big self-serve is, but as a user, I like to be able to fiddle with ElevenLabs and not have to go talk to sales.”

Cheeky Pint · 14 Apr 2026

Evidence receipt · Source ↗

book / likes

The End of Accounting

“One of my favorite books about accounting is the End of Accounting, which talks about how GAAP is basically poorly suited to this day and age.”

Cheeky Pint · 17 Sept 2025

Evidence receipt · Source ↗

Claim ledger

What John said.

25 transcript-backed records

01 / belief

As I think about the funding rounds you mentioned being hard, one of the investors I know who has consistently had the most steadfast belief about DoorDash is Michael Abramson, who was at Sequoia back in the day.

“As I think about the funding rounds you mentioned being hard, one of the investors I know who has consistently had the most steadfast belief about DoorDash is Michael Abramson, who was at Sequoia back in the day.”
Speaker
John Collison
Publisher
Cheeky Pint

02 / belief

I think people have an intuition around big LLMs where there are these very expensive training runs, and yes, they depreciate quickly, but there's so much usage that all of the models trained to date have paid off their training runs and then some.

“I think people have an intuition around big LLMs where there are these very expensive training runs, and yes, they depreciate quickly, but there's so much usage that all of the models trained to date have paid off their training runs and then some.”
Speaker
John Collison
Publisher
Cheeky Pint

04 / belief

I think what Elad is getting at is a feeling where I saw a tweet go by that someone was saying, "What you have to realize to explain what's currently going on in the Valley is that every tech executive has severe AI psychosis right now, and is spending a huge amount of time writing code and talking to AI and things like that.

“I think what Elad is getting at is a feeling where I saw a tweet go by that someone was saying, "What you have to realize to explain what's currently going on in the Valley is that every tech executive has severe AI psychosis right now, and is spending a huge amount of time writing code and talking to AI and things like that.”
Speaker
John Collison
Publisher
Cheeky Pint

05 / belief

I think Waymo is a good example of this question I have, which is Google does cut projects, and there's various things you've tried where you said, "We're actually not going to fund this part of X all the way, or we're going to retire this product.

“I think Waymo is a good example of this question I have, which is Google does cut projects, and there's various things you've tried where you said, "We're actually not going to fund this part of X all the way, or we're going to retire this product.”
Speaker
John Collison
Publisher
Cheeky Pint

06 / belief

I think the root of your question is, if you think of Search as a prompt that is not longer than one line, returning a bunch of different ranked results, as opposed to just telling you the right answer or something.

“I think the root of your question is, if you think of Search as a prompt that is not longer than one line, returning a bunch of different ranked results, as opposed to just telling you the right answer or something.”
Speaker
John Collison
Publisher
Cheeky Pint

09 / belief

Where, I think people don't think so much about this dynamic, but for a sports bookie, the best possible punter is someone who is kind of unsophisticated, bets on, like, their home soccer team's game.

“Where, I think people don't think so much about this dynamic, but for a sports bookie, the best possible punter is someone who is kind of unsophisticated, bets on, like, their home soccer team's game.”
Speaker
John Collison
Publisher
Cheeky Pint

14 / belief

We talked about this a bit in our annual letter in the context of agentic commerce, where, again, I think people are trying to pitch too much of the end state of fully autonomous, the robots just choosing a few.

“We talked about this a bit in our annual letter in the context of agentic commerce, where, again, I think people are trying to pitch too much of the end state of fully autonomous, the robots just choosing a few.”
Speaker
John Collison
Publisher
Cheeky Pint

18 / belief

I was curious about the tape actually means. It feels like… When I think about AI predictions, one thing I'm really struck by is how, still in 2026, every time you open a chat window, it's contextless.

“I was curious about the tape actually means. It feels like… When I think about AI predictions, one thing I'm really struck by is how, still in 2026, every time you open a chat window, it's contextless.”
Speaker
John Collison
Publisher
Cheeky Pint
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