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Cheeky Pint

von Stripe

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Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.

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  1. Why Sam Altman is against a single superintelligence

    Sam Altman, CEO of OpenAI, joins John to break down how models uncovered critical PHP vulnerabilities, why test-time compute unlocks massive agent swarms, and OpenAI's internal experiments proving complex math problems like Navier-Stokes. H

  2. The airline CEO putting Starlink on every plane

    Scott Kirby, CEO of United Airlines, joins John and Ben Thompson to break down the airline business and United’s contrarian bets shaping commercial aviation. Scott details United’s massive COVID fleet expansion while competitors shrank, why

  3. How Toto Wolff built the most valuable team in F1

    Toto Wolff, Team Principal and Co-Owner of the Mercedes-AMG PETRONAS F1 Team, joins John Collison for a pint to discuss the engineering, management, and economics behind modern Formula 1. Toto breaks down how Mercedes spots generational dri

  4. The company building underwater drones for $50,000

    Will O'Brien, founder and CEO of Ulysses, joins John and Chris Sacca for a pint to discuss how underwater autonomous robots are scaling up to solve critical ocean challenges. They cover the technical history of Guinness (including the math

  5. Muse Wonder: Zuckerberg and Wang's $100B AI

    As Meta scales its AI infrastructure past five gigawatts, Mark Zuckerberg (founder and CEO, Meta) and Alexandr Wang (Chief AI Officer, Meta Superintelligence Labs) join John for a pint to discuss the launch of Muse Wonder and the future of

  6. What comes after smartphones, with Snap CEO Evan Spiegel

    Snap CEO Evan Spiegel joins John at the pub for a deep dive into Snap's "crucible moment" of 2026: the long-awaited consumer launch of Spectacles. Evan explains why he believes the smartphone has become an isolating legacy device and how tr

  7. The economics and trends of the restaurant industry, with Tony Xu of DoorDash

    Tony Xu, cofounder and CEO of DoorDash, joins John for a pint to discuss how they won a crowded market by obsessing over retention and the reality of fighting fraud in the physical world. They cover the harsh economics of the restaurant ind

  8. The world of voice AI, with Mati Staniszewski of ElevenLabs

    Mati Staniszewski is the co-founder of ElevenLabs, the research company making audio accessible across languages and voices. He sits down with John to discuss the "voice Turing Test" and why AI has conquered text but still struggles with co

  9. The history and future of AI at Google, with Sundar Pichai

    Sundar Pichai is the CEO of Google and Alphabet. He sits down with John and Elad Gil to discuss Google’s resurgence in the AI race, managing a massive $180 billion CapEx budget, and why 2026 is the year of the supply crunch. They cover the

  10. Compliance at scale and why TAM is a distraction with Christina Cacioppo of Vanta

    Christina Cacioppo, founder and CEO of Vanta, joins the pub to discuss building the future of agentic trust. She explains why compliance has a “vitamin vs painkiller” dynamic, the drama behind their famous 101-billboard campaign, and why sh

  11. The 20-year journey to fully autonomous cars with Dmitri Dolgov of Waymo

    Waymo is now doing nearly 500,000 rides a week across 10 cities. Co-CEO Dmitri Dolgov came to the pub to discuss how they moved from scientific research to massive global scaling. He gives a masterclass on the sensor stack (and why you stil

  12. Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara

    Tarek Mansour and Luana Lopes Lara are the co-founders of Kalshi, the first federally regulated prediction market in the US. They sit down with John and Matt Huang to discuss growing their revenue 11x in six months, why they sued their own

  13. Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board

    Bret Taylor, co-founder of Sierra and Chair of the OpenAI board, joins John for a pint to discuss the rapid shift toward an agentic future. In this episode, Bret explains why outcome-based pricing is the future of software business models,

  14. Garrett Langley of Flock Safety on building technology to solve crime

    Garrett Langley is the founder and CEO of Flock Safety, a public safety operating system that helps communities and law enforcement eliminate crime. He sits down with John to discuss why most crime is opportunistic, how Flock helps clear ov

  15. Reiner Pope of MatX on accelerating AI with transformer-optimized chips

    Reiner Pope is the co-founder and CEO of MatX, designing specialized chips for Large Language Models. A former Google TPU architect, he joins John to discuss why the current generation of AI hardware is hitting a wall. They cover the "uncom

  16. Stripe’s 2025 annual letter

    The internet economy accelerated in 2025. The fastest-growing companies got even faster, agentic commerce and stablecoin payments started to kick into gear, and total payment volume on Stripe grew by a third as our customers continued to pr

  17. Ramp founder Eric Glyman on the many ways AI is changing corporate spending

    Eric Glyman is the cofounder and CEO of Ramp, the finance automation platform that now powers over 2% of all corporate spend in the US. He sits down with John and co-host Alex Rampell to discuss how Ramp scaled to over $1 billion in revenue

  18. Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media

    Ben Thompson, the internet’s premier tech analyst, joins John for a wide-ranging conversation on the mechanics of the internet economy. They discuss the origins of Stratechery and the "1,000 true fans" model, why Taiwan is the most convenie

  19. Elon Musk on Space GPUs, AI, Optimus, and his manufacturing method

    John Collison and Dwarkesh Patel sit down with Elon Musk to discuss why the future of AI isn’t on Earth, but in the "always sunny" vacuum of space. Between pints, they discuss the brutal physics of scaling—from the "farcically cheap" solar

  20. Julia DeWahl of Antares on building nuclear reactors for the US military

    Julia DeWahl is the cofounder of Antares, a company developing nuclear micro-reactors for the US military and critical infrastructure. She sits down with John to discuss the vision for the "Starlink of electricity", and why AI hyperscalers

  21. Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom

    Satya Nadella, CEO of Microsoft, sits down with John to discuss the diffusion of AI inside the enterprise. He explains why “all your data at your fingertips” is the evergreen pitch, why this AI CapEx cycle is different from the .com bubble,

  22. Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma

    Dave Ricks, the CEO of Eli Lilly, the world's most valuable pharmaceutical company, sits down with John and Patrick to discuss the complex business of drug development. Dave explains the true origin story of GLP-1s (from Gila monster saliva

  23. Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy)

    Zach Abrams, the CEO and cofounder of Bridge, the leading stablecoin orchestration platform, and Henri Stern, CEO and cofounder of Privy, the leading crypto wallet infrastructure, sit down with John to discuss the future of stablecoins, iss

  24. Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea

    Description Casey Handmer is the founder of Terraform Industries, who is developing a machine that makes synthetic natural gas from sunlight and air. He joins the podcast to explain his solar maximalist worldview, why he believes solar cost

  25. Dan Sundheim of D1 Capital on the art of public market investing

    Seasoned public and private investor Dan Sundheim sits down with John to discuss the harrowing GameStop short squeeze, waking up at 3am for the European market open, and the emotional asymmetry of managing billions of dollars. They cover wh

  26. How to build a $16B car company with RJ Scaringe, founder of Rivian

    RJ Scaringe, founder and CEO of Rivian, sits down for a cheeky pint with John Collison to discuss what it takes to build a car company from scratch, developing the first electric pickup truck, the shift to a software-defined zonal architect

  27. Tobi Lütke is still captivated by internet commerce, 20 years later

    Shopify founder and CEO Tobi Lütke joins John Collison to discuss the philosophies driving one of the internet’s most foundational companies. Tobi shares his perspective on why companies are a form of technology, how internal tools and "opi

  28. Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley

    Marc Andreessen, cofounder of Netscape and Andreessen Horowitz, sits down for a Cheeky Pint with John Collison and Charlie Songhurst to discuss the history of Silicon Valley, spotting bubbles in real time, the "Elon method" of management, a

  29. Des Traynor on reinventing Intercom twice and the “four horsemen” of good AI companies

    Des Traynor, cofounder of Intercom, sits down for a Cheeky Pint with John Collison to discuss the growth of Fin (Intercom’s AI customer service agent), why selling AI products is hard, advice for product marketers, and cofounder dynamics. F

  30. Ambrook CEO Mackenzie Burnett on American agriculture, rural resilience, and carrying 50lbs of fresh pork on Amtrak

    Mackenzie Burnett joins John Collison to talk about American agriculture, labor and immigration challenges, building rural resilience, ERPs, and the principle of money movement. She also shares some feedback for Stripe. Show notes: • Where

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