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Public evidence record

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.

11 transcript-backed records

01 / prediction

There's been a general trend, I think, of businesses directly monetizing, like having their equivalent of direct revenue be more relevant with AI because the inference costs are real.

“There's been a general trend, I think, of businesses directly monetizing, like having their equivalent of direct revenue be more relevant with AI because the inference costs are real.”
Speaker
John Collison
Publisher
Cheeky Pint

04 / prediction

It feels like the data you have of anonymized prior audits is an incredibly powerful network effect that cannot be replicated because it doesn't exist in the public interest.

“It feels like the data you have of anonymized prior audits is an incredibly powerful network effect that cannot be replicated because it doesn't exist in the public interest.”
Speaker
John Collison
Publisher
Cheeky Pint

05 / prediction

The other thing that feels like it's changing in this ecosystem is that the costs of having data breaches are going up because Europe, in particular, is getting very strict about notifications.

“The other thing that feels like it's changing in this ecosystem is that the costs of having data breaches are going up because Europe, in particular, is getting very strict about notifications.”
Speaker
John Collison
Publisher
Cheeky Pint

06 / prediction

I feel like you could have an opinion on this because we have filled out a lot of security questionnaires at Stripe, and I think we'd be very happy if the machines could take over from here.

“I feel like you could have an opinion on this because we have filled out a lot of security questionnaires at Stripe, and I think we'd be very happy if the machines could take over from here.”
Speaker
John Collison
Publisher
Cheeky Pint

08 / prediction

I think you tend to see structurally in these smaller… I mean, it's a large market in total, but where there's a finite universe of buyers, the distributional advantages are very powerful.

“I think you tend to see structurally in these smaller… I mean, it's a large market in total, but where there's a finite universe of buyers, the distributional advantages are very powerful.”
Speaker
John Collison
Publisher
Cheeky Pint

09 / prediction

Exactly, the repair thing, it feels like, can be solved, because also, I think part of the bet, part of Elon's claim, is that we will just be so power-limited that you have no option but to go to space.

“Exactly, the repair thing, it feels like, can be solved, because also, I think part of the bet, part of Elon's claim, is that we will just be so power-limited that you have no option but to go to space.”
Speaker
John Collison
Publisher
Cheeky Pint

11 / prediction

” But when people have money in crypto, they will store it in Coinbase, or in Binance, or what have you. And so our view is that for whatever job is being done, there will be a whole bunch of other counterparties that we are going to integrate with and work with.

“” But when people have money in crypto, they will store it in Coinbase, or in Binance, or what have you. And so our view is that for whatever job is being done, there will be a whole bunch of other counterparties that we are going to integrate with and work with.”
Speaker
John Collison
Publisher
Cheeky Pint
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