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Jeff Titterton shared this“Looking at five years from now, I expect on-device computing to drive 80% of token generation, with the remaining 20% in data centers. This 20% will be much bigger than today's 80%. We are also moving into an agentic internet. The internet is built for the people in the future, and that's agents. It requires a lot of technical innovation, architecture, and protocols. I believe we are only seeing the tip of the iceberg.” This was one of my favorite discussions from my conversation with Dr Ya-Qin Zhang (Founding Dean of Tsinghua AI Industry Research, former President of Baidu, and long-time Microsoft executive) at our inaugural Stripe Tour in Shanghai last week where we welcomed over 800 founders, executives, and product leaders. We talked about how rapidly AI economics are changing, the rise of open source models, and the shift towards an increasingly agentic internet. As agents become the primary actors in online transactions, the intersection of trust, payments, and the internet must evolve as fast. Grateful to Dr Zhang for sharing his insights with us, and thank you to our customers and partners for joining us last week!
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Jeff Titterton shared thisAt Stripe Sessions, we launched Link’s wallet for agents, and we’ve seen rapid progress in this space ever since. In recent months, agents have learned to handle increasingly complex tasks. With that comes the need for them to transact on our behalf, subject to clear limits and human approval. Today, Meta integrated Link’s wallet with Muse, its new personal AI agent. You can connect your Link account and ask Muse to shop from businesses across the internet. The shopper confirms every total, and Muse never sees the underlying payment details. The pace of change here is striking. By partnering with Meta, we’re making agentic commerce easier for people to use in their everyday lives. Learn more: https://lnkd.in/gCXmhPe6.
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Jeff Titterton shared thisIt’s official. Stripe was recognized by Gartner® as a 3x Leader in the August 2026 Gartner Magic Quadrant™ for Recurring Billing Applications. A complimentary copy of the report will be available in the coming days. ----------------------------------------------------------------------------- Gartner Magic Quadrant for Recurring Billing Applications, Mark Lewis, Kelly Fischbein, 12 August 2026 Gartner and Magic Quadrant are trademarks of Gartner, Inc. and/or its affiliates. Gartner does not endorse any company, vendor, product or service depicted in its publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner publications consist of the opinions of Gartner’s business and technology insights organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this publication, including any warranties of merchantability or fitness for a particular purpose.
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Jeff Titterton shared thisTo start this post, I have to admit that while I love to play golf, I am an "aspirational" golfer. Meaning, I aspire to someday be able to play a "better than mediocre" game. And to beat my 18-year-old son at golf again... someday! (Although seems unlikely; he's only getting better and I'm... on the back nine, as they say.) Now on to some exciting news: Stripe is partnering with the The Ryder Cup for the upcoming matches at Adare Manor, Limerick in 2027 and Hazeltine, Minnesota in 2029. With our dual headquarters in Dublin and San Francisco, this partnership hits close to home for our teams in Ireland and the US. Stripe will power the entire payment journey for fans, from ticket purchases online to point-of-sale spending on the course. By creating a faster, seamless way to pay, this partnership will elevate the experience for the 200,000+ fans expected on the course, giving them more time to do what they came for... watch great golf. ⛳️ See you at the Ryder Cup! Learn more: https://lnkd.in/gbuPRcmh.
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Jeff Titterton shared thisA big green button is coming to your city soon.... It's always fun to see our brands going from online to IRL. At Stripe we just ran our first integrated brand campaign for Link online and across Denver, Portland, and Minneapolis, bringing the brand to life on billboards, transit, airport signage... and at Target Field. Link is the smarter way to pay - make purchases quickly and securely with cards, banks, crypto wallets, buy now, pay laters, and more. One account, wherever you check out online. But it’s not just for you—you can now also let your agents spend on your behalf. Your payment credentials are never exposed, and you approve every single purchase. Link is now available in US app stores: https://lnkd.in/gXM8T3S9
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Jeff Titterton shared thisA new stablecoin built for the internet economy.Jeff Titterton shared thisIntroducing Open USD: a stablecoin built for the internet economy, designed by the businesses growing it. https://lnkd.in/e2XqFcY7Introducing Open USD: a stablecoin built for the internet economy, designed by the businesses growing it.Introducing Open USD: a stablecoin built for the internet economy, designed by the businesses growing it.
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Jeff Titterton shared thisLove this AI acceleration program, a big productivity unlock for our team.Jeff Titterton shared thisWe started the AI Acceleration team at Stripe with two people who shipped things like a content review agent that reduced the time of an existing process by 70%. Soon we encountered more demand than we could meet from marketers wanting to build side-by-side with us. While we see automation opportunities, we think the biggest wins will come from doing things that weren't viable before AI. Like building our own marketing content localization workflows or creating thousands of personalized insights to help users get the most out of Stripe products. Over time we expect virtually any laptop work will start with an AI tool. Our job is to build the internal rails, and provide the hands-on guidance, to make it possible. If you'd like to be part of the team, please reach out.
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Jeff Titterton shared thisThat’s a wrap on Stripe Sessions 2026! Sessions is always the best and biggest week of the year. It is easily my favorite time of the year: a whirlwind of highlights, last-minute pivots, and the chance to connect in person with Stripe businesses, our partners, and the incredible Stripes from across the globe. We welcomed over 10,000 visitors to Moscone, many enjoyed a cheeky pint in our new pub (keep an eye out for some great content coming from those conversations, including from TBPN). We also had some incredible keynote speakers: Sam Altman shared his perspective on the rapid evolution of AI, and Daniel Gross and Nat Friedman discussed how frontier technologies are reshaping the global economy. Most importantly, we shipped 288 new products to everyone building with Stripe, continuing our work to build the financial infrastructure of the internet. Thank you, thank you and thank you to everyone who made it happen! Catch up on everything we announced here: https://lnkd.in/g43uBJny.
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Jeff Titterton shared thisThis amazing video our comms team created as the opening of Stripe Sessions captures so well how I think we all feel about what's happening with AI right now. Chills. If you're not here at the event, you can watch the livestream at https://lnkd.in/gtPsyz7G
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Jeff Titterton liked thisJeff Titterton liked thisSome news for my Professional Network, Friends, and SDRs I accidentally accepted as connections, I wanted to let you know that, a few months shy of my 10-year anniversary at Zendesk, I'm saying goodbye to the great people, customers, and product this Friday. I joined Zendesk as the first dedicated pricing lead and had opportunities I couldn't have imagined. Every moment of pride, sitting in the SF office at 4 a.m. as we launched the Zendesk Suite, filming product launch announcements from my COVID-proof living room, walking the Board through our plans for a new business unit; came with gratitude for the people I got to work with, who made those moments possible. Zendesk had (and has) an incredible ability to attract smart, driven people who are dedicated to powering exceptional service for every person on the planet. I want to use this space to recognize a few [edit: many] people who had an outsized impact on my time at Zendesk and deserve a little red dot on their notifications bell saying thank you: Sam Boonin and Ben Barclay for bringing me into Zendesk to begin with, and for being great friends at Zendesk and well beyond Adrian McDermott for 10 years of partnership, advice, and inspiration Shawna Wolverton and Jeff Titterton for mentorship and sponsorship during some rocky times. Kelly Waldher for a vision and ambition that elevated our work to new levels Craig Flower and Purnima Jandial for tearing down silos by putting the customer first always - and helping me see how you can "build product" with more than AI and code Jon Aniano for going above and beyond, all the time Tom Eggemeier for focus, support and advocacy The team I had the privilege of leading, firmly on a path to delivering the best CX on the planet: Madison Hoffman, Lesley Skimins, Austin Lacey, Assunta Scala CCXP, Kate Porter, and Anne Marie Craig More thanks in the comments. Thank you all. More on what's next soon. [Pictured - Presenting at Showcase in Sao Paulo right after the intro video failed to play]
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Jeff Titterton liked thisJeff Titterton liked thisThis week is our second Monetize conference! As prep for this week, I've been spending time with top AI Native companies to understand what they're doing differently than the rest of us. We've summarized those learnings here: https://lnkd.in/edxAtuGqFive monetization trends from global pricing leadersFive monetization trends from global pricing leaders
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Jeff Titterton liked thisJeff Titterton liked thisI’ve joined Anthropic! My morning run looked a bit different today.
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Jeff Titterton liked thisJeff Titterton liked thisReflecting on a fantastic day at Stripe Tour Sydney. We welcomed more than 2,000 customers and partners to the ICC to discuss how AI is reshaping commerce and helping a new generation of businesses build and scale globally. The pace of new business formation in our region is striking. Over the past year, the number of Australian AI businesses going live on Stripe grew 52%, and businesses on Stripe sold into 207 markets. That’s why we’re continuing to invest in tools that make it easier to sell, manage money, and operate across borders. Today, we announced that Stripe Treasury is now live in Australia. Businesses can accept payments, hold and convert funds and pay suppliers in nearly 100 countries, all from the Stripe Dashboard. A big thank you to everyone who joined us today. We’re looking forward to continuing to support Australian and New Zealand businesses to turn your ambitions into global growth!
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Jeff Titterton liked thisJeff Titterton liked thisOpenAI’s Chief Revenue Officer is leaving the company less than nine months after joining. Denise Dresser spent more than a decade at Salesforce and later became CEO of Slack. She was brought into OpenAI to lead global revenue strategy, enterprise and Customer Success. Which makes me wonder. Was OpenAI, despite its extraordinary scale, still too much of a founder-driven, rapidly evolving organisation to successfully absorb a GTM leader coming from a large corporation? Or is that completely the wrong interpretation? I don’t know the answer. But the timing is interesting because I keep seeing a much smaller version of this problem in early-stage tech companies. Founders assume that once revenue, funding and complexity reach a certain level, the logical next step is to hire an experienced senior GTM leader. Sometimes it is. Sometimes the company is not ready. And a senior hire walks into a GTM system that is still changing underneath their feet. OpenAI may have completely different reasons for this change. But it raises a question worth asking: Can a company become enormous before the organisation itself is actually ready to absorb senior external GTM leadership?
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Suzanne Philion
Scale requires trust, and building trust means meeting people exactly where they are. As we continue to grow Waymo, now delivering over half a million trips a week, we know that navigating the era of AI comes with a healthy, natural skepticism. People want to know the "why" behind the technology. That’s why today is such a proud milestone for our team as we launch our first-ever national brand campaign. And awesome to have it air during the first US World Cup game tonight in LA!!! 🇺🇸 🇵🇾 ⚽ With this campaign, we want to open up a conversation about who we are doing this for... It's about our riders, the drivers with whom we share the road, cyclists, pedestrians, and the communities we serve. We build this technology and grow this service not because humans aren’t enough, but because to us, they’re everything. I've personally got a bunch of "Becauses". The opportunity to help more people make it safely home. 🚘 The opportunity to have my aging parents have a safer option when they need to get to a medical appointment. 👴 👵 The opportunity for my kids to meet the world without having to worry about getting a driver's license. 🪪 And the opportunity to just jam out more to amazing music in the backseat with friends. 🎵 This campaign is an invitation to connect with our mission on a deeper, more human level. And as we look to the future, we want to hear from you: raise your hand and let us know where you want to see the Waymo Driver next. 🤩 A massive thank you to our phenomenal team for bringing this vision to life with so much creativity, care, heart, and sleepless nights. 😍 💚 💙 Watch the film below and let me know your thoughts. 👇
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