13 Nov 2025
1h 36m

Inside Stripe: Stablecoins, AI, and (not) Going Public | Will Gaybrick, President of Technology and Business at Stripe

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The Peel with Turner Novak

In this episode of The Peel, Turner Novak interviews Will Gaybrick, President of Technology and Business at Stripe, about Stripe's ventures into crypto and stablecoins, the impact of AI on commerce and payments, and Stripe's internal product development processes. Will explains his role at Stripe, emphasizing the integration of technology and business strategies, and discusses how Stripe accelerates product development through infrastructure improvements and internal tools like "Minions." The conversation covers Stripe's acquisition of Bridge, the strategic importance of stablecoins for global money movement, and the complexities of running a global financial network. Will shares data on the rapid growth of AI-native companies using Stripe and the unique business models they employ, as well as fraud trends. They also discuss Stripe's agentic commerce protocol, the company's approach to product modularity, and its perspective on going public. The episode further explores Stripe's internal use of AI, its risk management strategies, and the evolution of its consumer product, Link.

Outlines

Part 1: Stripe Overview and Infrastructure

Part 2: User Needs, AI, and Business Models

Part 3: AI Focus, Product Design, and Internal Use

Part 4: Link, IPO, and Strategy

Part 5: Entrepreneurial Experiences and Investment Philosophy

Part 6: Go-to-Market and Value-Added Services

Part 7: Inspiration and Conclusion

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