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<v 0>Hello, everyone. Welcome.</v>

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Happy Sessions. I'm Maia,

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chief revenue Officer of AI at Stripe. Twenty years ago,

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I founded Urban Escapes,

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an ecommerce travel and experience company-kayaking,

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whitewater rafting, skydiving. That's me in white, 2007.

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And man, things were different back then. Now, this is before WeWork.

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So we thought we were being really clever because we rented out a conference

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room in a Midtown corporate building to save on rent. Now, back then,

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going from idea to a website where customers could pay online took

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months.

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I think about that experience a lot because if I was starting Urban Escapes

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today, I would basically do everything differently.

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And I know that because of you all. At Stripe,

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we work with the fastest growing AI companies in the world,

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many of them in this room. And we have a front row seat to what's working,

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what's not, and how the best companies scale. Today,

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I want to share some of those insights because the playbook for how to run a

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company is being rewritten faster than any of us can wrap our heads around.

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So what are the four patterns we're seeing? One:

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the top AI companies build faster. I think we're all feeling that.

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Two: they sell globally by default.

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Your day one market is now the whole world. And three:

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pricing is evolving faster than most of us realize.

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Subscriptions were the breakthrough model 10 years ago, but not anymore.

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And four: they adopt to new go-to-market motions and fast.

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Building enterprise sales used to take a decade. Now it happens in year one.

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We'll dig into each of these, but first, the big picture.

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We saw the top AI companies grow by 120% in

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2025. So far in 26,

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by 175%. That's nearly tripling in one year.

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The growth is not slowing down.
It's accelerating.

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And the top ones are even more mind-blowing.

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Lovable reported $100 million in revenue in eight months.

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And then eight months later, $400 million.

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Cursor announced they hit a $1 billion dollar run rate in under two years.

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Three months later, $2 billion.

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Anthropic shared going from $0 in January 23 to $1 billion just two years

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later. And now they're at a $30 billion run rate.

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It is wild. And it's not just B2B.

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Our Link data shows consumer adoption of AI has doubled from just under six

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million to over 14 million consumers in just one year.

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And they're spending more.

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Top Link buyers now spend $371 a month on AI.

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That's up from $140 just one year ago. To put that into perspective,

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that's more than the average American spends on internet, streaming,

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and phone service combined.

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People aren't treating AI like a streaming service they might cancel.

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They're treating it like a critical utility they can't live without.
All right,

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so we have 175% revenue growth, adoption doubling,

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billion dollar run rates in months. What's behind all this?

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Let's dig into the four patterns, starting with speed.

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When I first started Urban Escapes, getting to a prototype took months.

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And, okay, I'm not kidding here.

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Building a shopping cart was so complex that in the first iteration,

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when you hit "buy," we would tell the customers to mail a check to my apartment.

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And they did-like a lot of them-which is really unsafe when you think back to

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it. No,

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just like you no longer need months of engineering to accept a payment.

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You don't need months of engineering to ship software anymore.

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And this chart really shows when that clicked. So as late as 2024,

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iOS app releases were declining.

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Then agentic coding tools hit and app launches jumped 24%

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month-over-month.
And Delaware incorporations followed the same pattern.

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You can see the huge spike when these tools went mainstream. Now,

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everyone's talking about nontechnical founders vibe coding.

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But here's something that's really surprising. As startup creation has grown,

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the share of technical founders has increased by seven points in just one year.

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That means that a technical founder with AI tools can now do in days what

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used to take a team months. These are not side projects.

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These are real businesses. In fact,

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since embedding payments into developer platforms, like Replit or Vercel,

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we've seen each monthly cohort-which you see in these lines-go from idea to

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first charge faster and faster.

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And you can see it now takes builders less than six weeks to get their first

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paying customer. And I can promise you,

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none of these founders are asking people to send checks to their apartment.

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All right, so what does this mean for you? Now,

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many of you are already doing these things, but for those that aren't,

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here's the playbook that's emerging. First,

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obsess over developer productivity.

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Collapsing build times is a competitive advantage.

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The companies moving fastest, treat it as a priority, not as an afterthought.

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Second, build, sell, and iterate at the same time.

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That linear playbook where you could finish the product and then go find your

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customers-too slow.

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The best teams do all three in parallel. And then third:

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when you're posed with the "build versus buy" question,

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the fastest moving teams, build and buy.

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So focus your resources on what makes you most differentiated and buy the

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infrastructure and building blocks to enable that. Now,

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getting to market fast is one thing, but where you sell matters just as much.

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With Urban Escapes, expansion was city by city, New York first, then Philly,

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Boston, DC.
And SaaS had the same logic, right?

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You'd explore selling in other markets,

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but the focus was really on nailing your home market. And then,

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once you had the playbook figured out,

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you'd hire a GM in either London or Dublin, you'd open an office,

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and then congrats, you were international.

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That playbook just doesn't work anymore, and the data confirms it.

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A few years ago,

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the fastest growing SaaS companies would reach 25 countries in Year 1

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and 50 by Year 3. But AI companies, in 2025,

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we saw 42 countries in Year 1. And get this,

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120 countries by Year 3.

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That means Kazakhstan is now showing up on the list for many AI

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companies. That was not on my bingo card.

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And this isn't about selling to one person in these countries.

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There's real revenue coming from them. Gamma is a great example.

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It's an AI-powered slide and website builder.
They reported $100 hundred million

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in revenue in their first year. And although they're based in SF,

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the majority of their revenue comes from outside the US. Now,

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that's not the exception anymore. It's actually the rule.

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Across top AI companies,

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48% of revenue comes from outside their home market.

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That's nearly half of every dollar. Three years ago,

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that number was only 33%. So global revenue isn't a bonus anymore.

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It's just the baseline. Now,

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let's take a look at which markets are spending the most on AI tools on Stripe.

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Not surprisingly, we're seeing strong spend in markets with high GDP,

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like the US, Japan, Germany.

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And then there are some emerging countries that are coming up as hotspots like

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South Korea, Brazil, and India.

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The demand is definitely there. So how do you actually capture it?

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By meeting your customers where they are,

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which means offering local currencies and local payment methods.
Okay, get this.

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Localized pricing drives 18% higher cross-border

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revenue. And when you add at least one local payment method,

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we see more than a 7% conversion uplift. With these stats,

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it's kind of crazy not to be doing this. A good check:

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put yourself in the shoes of a customer in Brazil.

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Can they pay in reais with Pix? If your answer isn't,

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"Of course," you're leaving money on the table.

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The playbook for this one: three ways to pressure test your global readiness.

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Number one,

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localize prices and make sure you have local payment methods in key markets.

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Second: automate tax collection because none of us want to get in trouble.

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And third:

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track revenue and conversion by country and obsess over optimizing it.

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All right. Onto pricing, one of my favorite topics.

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Because the old models just aren't working, and AI has upended what we know.

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So urban escapes-pricing, way more straightforward.
Skydiving: $300.

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Rafting: $100. Same experience, same price-done.

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And the SaaS corollary was similar with seats-same price for everyone.

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But as we all know, AI pricing is way more complicated.

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Value is elastic, and so is cost. Now,

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everyone might use the same AI tool,

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but they're having vastly different experiences. Let's take two users:

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one is an engineer who sets up a bunch of agents before bed and wakes up with

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code ready for a review. And the other is my mom,

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who last week told me very proudly-and I'm very proud of her too-that she

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replaced Safari with ChatGPT on her phone.

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One is creating tremendous engineering output,

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and the other has a very upgraded search experience.

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The value and the cost are different, and so the pricing should be too.

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Now, this change in value isn't new.

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Every major technology shift has repriced software.
For on-prem,

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you paid once for all the code written up until installation.

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So a one-time license made sense. Then cloud changed everything.

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Software became continuous and autoupdating,

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so recurring subscriptions made sense. Okay,

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so now is when you'd expect me to tell you the exact right pricing model for AI.

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Good news, bad news. Bad news first. We're still in the early innings,

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and the gold standard hasn't been stamped yet.

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But the good news is a clear pattern is emerging. So we'll take Replit,

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a developer tools company that's been around for almost a decade.

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When agentic coding took off, they pivoted their product,

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rethought their pricing, and hockey-sticked their growth.

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They started with flat subscriptions and then layered in credits as AI became

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core to the product.

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Subscriptions for predictability and then usage for value capture. The result?

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They're targeting a billion dollars in ARR in Year 1 this year,

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and they're not alone.
Usage-based pricing is fundamental to how AI delivers

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value.

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Two in three companies on the Forbes AI 50 have some form of usage-based

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pricing, and a majority of those companies are running a hybrid model,

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a subscription that anchors the relationship layered with credits that scale

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with value. Now, knowing you need to be usage-based is one thing.

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Getting it right is another. There's three steps to add to our playbook here.

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First: price in your customer's language. Developers think in tokens.

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Enterprises, historically in seats,

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but they're getting increasingly much more comfortable with consumption.

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Match your pricing to the way your customers experience value. Second:

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show customers what they're consuming before they get the bill.

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Who has ever opened their electricity bill and said, "Well,

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that's exactly what I was expecting"? It's always a surprise,

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and that's not a great experience.

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Real-time visibility isn't just nice to have.

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It's a critical part of your product experience and it's how you prevent churn.

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So practically,

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this means finding ways to tell your customers how much they're using while

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they're using. And then third: sell credits, not cost.

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Have your customers exchange money for credits once so they're thinking about

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value, not dollars and cents every time they use your product. Okay,

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onto the last pattern.

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Companies are adapting their go-to-market motions much faster. At Urban Escapes,

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we started with consumers first, and then believe it or not,

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built out an enterprise business because the Googles and Facebooks of the world

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loved taking their clients on adventures. And that's been the norm.

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You start product-led, startups find you organically,

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and then you layer in enterprise sales years later-once you prove a product

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market fit at scale. I mean, Stripe followed the same arc.

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I was our first head of enterprise product, and that was just three years ago.

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Now, every AI founder I talk to is hiring a CRO.

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Building out an enterprise motion isn't a "three years from now" problem.

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People are doing it now. Cursor, the AI code editor,

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launched in '23 as self-serve for developers.

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Then they layered in sales-led to land enterprise contracts.

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Just a couple years later,

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they now have an incredibly impressive enterprise business that would have taken

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other companies decades to build. But that's not the only shift. No,

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that would be way too easy. Entirely new motions are emerging too.

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For one, channel sales have become a huge part of the AI go-to-market motion.

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A lot of people buy OpenAI or Anthropic through their cloud provider today.

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And now the AI companies are also building their own marketplaces so others can

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do the same. Channel sales is getting to be a much bigger part of the equation.

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And the billion or really trillion dollar question on everyone's mind:

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"How do we all sell to our newest buyer,

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the agent?"
We've spent decades designing pricing

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around human psychology, anchoring on

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"good," "better," "best,"-$9.99 instead of $10.

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Agents don't care about any of that.

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This chart is one of the clearest signals. In 2025,

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agent traffic to Stripe Docs 10x'ed in a single year.

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The purple line is humans. The pink line is agents.

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And you can see they're converging. By the end of this year,

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agents will read more Stripe Docs than humans will. Now,

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here's where a lot of companies underestimate the work.

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Go-to-market is the tip of the iceberg.

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Everything underneath it has to move with it.

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Adding a new go-to-market motion touches everything.

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Your product looks different for each motion because the onboarding flow is

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different. Pricing will have different nuances.

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You have commits for enterprises, sticker pricing for product-led.

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And then your org has to be built for all this.

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We all know that an enterprise sale is very different than how you do customer

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support for the long tail.
It's not just a go-to-market change.

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We're really talking about your whole entire business model. Now,

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most companies build revenue infrastructure the same way: one piece at a time.

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A billing tool here, a tax vendor there, payments bolted on when you need to.

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And when you're growing slowly, a Frankenstein stack is much more manageable.

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But when you're compressing a decade of go-to-market evolution into months,

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every single seam becomes liability. Here's how I think about it:

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your customers, they're channel-agnostic.

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The same customer might find you self-serve,

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but then graduate to enterprise and then have an agent implement a new product.

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They move across motions without thinking about it,

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and they certainly don't think of themselves as a channel. Now,

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that means your systems have to move with them. The playbook for this one?

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First, have a clear graduation process.

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Know when self-serve becomes enterprise and how pricing changes with it.

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Second: build unified systems. That means one customer object,

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one product catalog, and one data model. And third,

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design for agent readiness, where an agent could discover, evaluate,

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and activate your product without a human-in-the-loop. All right.

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We've covered a lot. And one thing is for sure: the playbook is being rewritten,

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from how you build on price to where you sell and go to market.

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The question we all have to ask ourselves is:

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"Are you driving this change or are you reacting to it?" And now I'm really

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excited to introduce someone who is very much in the driver's seat,

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both as a founder of scaling his own company and as a platform enabling

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thousands of builders to do the same. Let's welcome on stage Guillermo,

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CEO and founder of Vercel.

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Hello. Thanks for being here.

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<v 1>Thanks for having me.</v>

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<v 0>Great to have you.</v>

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<v 1>Great presentation.</v>

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<v 0>Thank you. You inspired a lot of it.</v>

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<v 1>Thank you.</v>

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<v 0>Okay. So we talked about a lot of things, but one thing's for sure:</v>

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the speed and the new types of builders that are emerging because of AI is

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pretty wild. And I think you have just been at the forefront of that.

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So share a little bit about how you think about it and what you're seeing.

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<v 1>Well, you talked about your idea started out with you wanted to create a website</v>

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and make money.

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And one of the obsessions when I started Vercel was how quickly can you go from

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idea to software that's global, that's deployed,

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that's secure, that's performing everywhere on the planet.

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And the mission has continued, right?

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It started out with the developer experience. In fact,

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one of the early metaphors that one of my first angel investors used for Vercel

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was it's a Stripe for deployments.

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And the thing that's changed really that you kind of spoke to is nowadays I find

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myself thinking more about the agent as my customer and the agentic

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developer experience. So the mission of Vercel has not really changed.

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It's evolved. And instead of building just developer infrastructure,

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we're building agentic infrastructure. And I think of the agent as my customer.

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I'm sweating the details of the error messages for the agent as my customer.

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I think about the agent getting stuck. You were talking about Stripe,

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seeing all of this traffic coming from agents.

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It's our responsibility at Vercel and as developers to upgrade the web for

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agents, which is a really exciting, I think, once-in-a-lifetime opportunity.

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In some ways it's an upgrade. It's going to get better for agents.

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But even technically sometimes it can be a "downgrade." It's just less HTML,

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more markdown. And as you said, it's the early innings. So,

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we are figuring it out as much as you all are and sharing it in the open,

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and learning as we go, as well.

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<v 0>When did you make that shift that the agent was the customer?</v>

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<v 1>As a founder, I spend a lot of time talking to customers as much as I can.</v>

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Sometimes on X, DMs, all these things.

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I started noticing there's the data, of course-nowadays,

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70% of page views on Vercel's developer systems and documentation

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are coming from agents, which is nuts, 70%.

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And 90% of that is served as markdown.

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So obviously the data is telling us all the time. At one point,

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I remember I tweeted/Xeeted that "10%"-this is a while

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ago-like, "Oh my God, I woke up one day,

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and 10% of my sign-ups were coming from ChatGPT." This is before agents.

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And those sign-ups, the data told us were more intentful.

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They tended to convert better,

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meaning that when you've been cooking with an assistant,

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the assistant understands your goals better.

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And so the data was telling us that,

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but the anecdata was people were coming to Vercel that were not

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as professional with software engineering. They were not as experienced.

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And they would speak to me in terms of what the agent told them.

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So they were carrying the message of the agent.

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I would find myself in conversation saying,

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"Can you just share the transcript?" It's almost like,

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"Can I speak with your agent?".

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<v 0>Absolutely.</v>

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<v 1>It's actually built in the software.</v>

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And so I started noticing that the persona was changing, evolving,

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and true to our mission,

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more people are being able to build. And that honestly got me really excited.

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<v 0>Yeah, that makes so much sense.</v>

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And I think so many people are experiencing something similar.

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<v 1>Yeah.</v>

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<v 0>Okay. So we talked a little bit about pricing,</v>

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and I know that's top of mind for everybody. How do you think... I mean,

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you guys have been at the forefront of usage-based pricing-.

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<v 1>Yeah.</v>

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<v 0>And with agents, you really have to think about pricing differently.</v>

334
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So what can you share with the audience about that?

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<v 1>Yeah. Pricing is the journey of every entrepreneur, I guess.</v>

336
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<v 0>Such a journey.</v>

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<v 1>One of the things that's always been tough about pricing is that you get,</v>

338
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with this platforms, you get so many different kinds of customers.

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We have the customers that come in and they're building their first prototype or

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the inkling of their first idea.

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And then we have the largest enterprises in the world that have mastered and

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studied the blade of cloud consumption.

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So they're used to buying stuff on the go.

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They're used to forecasting their cloud spend.

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They're used to buying through marketplaces of hyperscalers.

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And so we're always trying to find, is there a one size fits all?

347
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And to your point, I don't think there is. I think-.

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<v 0>I wish. That'd be so much easier.</v>

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<v 1>I really wish it was just like, "Hey, one plan, fixed costs.</v>

350
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Everybody go nuts." In reality, it's really nuanced.

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And so what we've tried to do over the last few years is,

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can we make full consumption models more digestible,

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more understandable?

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I think there is a huge edge if you're building a business to really embracing

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the versatility of consumption because I love the slide where you were showing

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there is the mythical 20-agent-in-parallel engineer.

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<v 0>Is that not true? I feel like that's what you do.</v>

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<v 1>I have a few, but-.</v>

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<v 0>I feel like that's what you do.</v>

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<v 1>It's true that you have the power users, right?</v>

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And then you have the P75 that is using AI more occasionally.

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And I think over indexing on one or the other is really a mistake.

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And so what we found is, for example, real-time usage visibility.

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This is before agents.

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We realized if we want to make consumption scale for small businesses,

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we can't just yeet, "Hey,

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here's a CSV of everything that's happened on the Vercel platform for the last

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three months.

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You figure it out." So much of the user experience became the

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experience of understanding your costs, monitoring them,

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soft caps and hard caps in real time, beautiful graphs, forecasts,

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all of these things. By the way,

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I'm glad Stripe exists because it's so much work, and, ultimately,

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it's undifferentiated work.

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I think all of us-I think I speak for most of us in this room-we want to build

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great products, we want to build great agents, we want to ship.

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But I'll tell you that, all of that work, for us, it really paid off.

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We went from customers that would get frustrated, like: "Okay,

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how can I understand this consumption thing?" To it really becomes a power and

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it enables basically unlimited growth for their business.

381
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<v 0>That makes a lot of sense.</v>

382
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And I think the real-time visibility is something we talk a lot about is how do

383
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we create that for people because I think that makes a big difference.

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<v 1>Yeah.</v>

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<v 0>Okay. Switching gears: global. You guys have such a global customer base.</v>

386
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Tell us more. Was that intentional? Has that just happened?

387
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<v 1>Yeah. The first tagline for the company was,</v>

388
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"Real-time global deployments." I ditched "real-time" because no one really

389
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understood what it means for our deployment to be "real-time",

390
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but the idea was you're thinking in real-time,

391
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the software is getting deployed in real-time.

392
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And global was very important to me-I'm from Argentina originally,

393
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and I would travel from the US back to Argentina, back and forth a lot.

394
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The experience of the internet is not even across the world. I always said,

395
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"If I were to live in one place, it would be US-East-1."

396
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Because when you go to Virginia, you go to the East Coast,

397
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they have a better internet there, especially if you sweat the milliseconds.

398
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So much of the internet lives in one region of the world,

399
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and I wanted to decentralize that. So Vercel today operates in 20 regions.

400
00:25:16.350 --> 00:25:19.190
By the way, for the nerdier people in the room,

401
00:25:19.310 --> 00:25:24.010
it's still hard to pull data gravity and compute gravity out of US-East-1,

402
00:25:24.330 --> 00:25:27.610
but I think we've made tremendous progress.
We've made tremendous progress with

403
00:25:27.730 --> 00:25:28.530
static,

404
00:25:28.530 --> 00:25:33.250
dynamic hybrid deployments where we make some of the pages be more automatically

405
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cached near the visitor. We made CDN a default,

406
00:25:37.450 --> 00:25:40.010
and now there's a huge opportunity to do the same for tokens.

407
00:25:40.790 --> 00:25:42.050
So Vercel has this product called the "AI Gateway."

408
00:25:43.590 --> 00:25:47.090
You can think of it as one API key, access to every model.

409
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And one of our aspirations there is to decentralize token access.

410
00:25:52.510 --> 00:25:54.170
We have huge customers in Brazil,

411
00:25:55.210 --> 00:25:59.390
huge customers in Europe that are serving their customers by getting their

412
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tokens from Portland and Virginia, which is pretty nuts.

413
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And the reason for that is that, today,

414
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we're like in the early days of the internet.

415
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A lot of the premium compute that's running the best models on the planet,

416
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we're basically out of capacity all the time.

417
00:26:14.470 --> 00:26:18.950
We're dealing with quotas and getting more capacity from the AI labs.

418
00:26:19.310 --> 00:26:20.770
But I expect that to change over time.

419
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Much like compute today is all over the planet,

420
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one of our goals is to create this token delivery network and make token access

421
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as close as possible to the end visitor.

422
00:26:31.570 --> 00:26:35.670
But the point remains that by designing to be global first,

423
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you basically create this incredible upside for your business.

424
00:26:39.710 --> 00:26:43.250
And I think using infrastructure like Vercel and Stripe makes that a default.

425
00:26:43.310 --> 00:26:46.410
<v 0>Well, you guys are doing a great job with it. Okay.</v>

426
00:26:46.710 --> 00:26:48.290
Let's try to hit on all the trends we talked about.

427
00:26:48.570 --> 00:26:50.050
Let's talk about all the go-to-market motions.

428
00:26:50.210 --> 00:26:53.270
So you guys started very product-led as well,

429
00:26:53.430 --> 00:26:56.490
but you now have a wildly impressive enterprise business too.

430
00:26:57.390 --> 00:26:58.390
What's that journey been like?

431
00:26:59.290 --> 00:27:02.650
<v 1>Well, as I mentioned, it involved changing everything about the company,</v>

432
00:27:02.710 --> 00:27:05.790
like adapting our pricing, adapting our product, our marketing,

433
00:27:05.850 --> 00:27:07.210
investing a lot more in security.

434
00:27:07.990 --> 00:27:11.090
But one of the things that we're talking about a lot these days is agent-led

435
00:27:11.110 --> 00:27:14.970
growth. It's not fully PLG, it's not SLG, it's agent-led.

436
00:27:15.450 --> 00:27:19.830
So I have incredible stories now of enterprises where there is a

437
00:27:20.610 --> 00:27:25.490
move by the CTO to start and sort of rethink the company from

438
00:27:25.530 --> 00:27:26.363
its bones.

439
00:27:26.850 --> 00:27:30.770
They create new initiatives to rethink existing codebases with AI.

440
00:27:31.370 --> 00:27:33.730
You might have heard rumors of Meta saying, "Look,

441
00:27:34.210 --> 00:27:37.530
our existing codebase is great, but agents are not so

442
00:27:39.110 --> 00:27:43.050
apt at using our old styles of writing code." So we're seeing this motion within

443
00:27:43.110 --> 00:27:47.930
enterprises where there's a reinvigoration and rebirth of a lot of

444
00:27:48.030 --> 00:27:52.210
infrastructure thanks to AI. A lot of SaaS companies are thinking, "Okay,

445
00:27:52.290 --> 00:27:56.030
what's the future of our business? Is it just seat-based?

446
00:27:56.450 --> 00:28:01.070
Is it doubling down on our UIs?" You might have heard of Salesforce

447
00:28:01.090 --> 00:28:04.110
announcing-this is kind of an important moment, I think,

448
00:28:04.290 --> 00:28:08.430
in the history of our industry. Benioff announcing the shipping of a CLI.

449
00:28:09.210 --> 00:28:11.040
You didn't have that in your bingo card for 2026.

450
00:28:11.790 --> 00:28:12.310
<v 0>Definitely not.</v>

451
00:28:12.310 --> 00:28:16.270
<v 1>What we're seeing is this enterprise reinvention more towards primitives and</v>

452
00:28:16.390 --> 00:28:20.750
building blocks, where enterprises are exposing themselves through APIs,

453
00:28:21.090 --> 00:28:23.430
SDKs, CLIs, MCPs.

454
00:28:23.650 --> 00:28:28.310
And what we're seeing is there is tremendous appetite for AI to help accelerate

455
00:28:28.350 --> 00:28:31.870
this. So products like v0, which you have a bunch of data,

456
00:28:32.050 --> 00:28:35.830
a lot of enterprise data, but now instead of procuring new software,

457
00:28:35.890 --> 00:28:39.990
you can just generate it. The go-to-market motion is accelerating.

458
00:28:40.070 --> 00:28:43.350
I think a lot of the C-suites that are making these decisions for the future of

459
00:28:43.410 --> 00:28:47.310
companies with AI, they are using the AI products themselves.

460
00:28:47.830 --> 00:28:49.990
I have champions within enterprises that tell me, "Well,

461
00:28:50.770 --> 00:28:52.570
I was using Claude Code over the holiday break.

462
00:28:53.250 --> 00:28:57.190
I now want to bring the power of Claude plus Vercel to my enterprise." And so I

463
00:28:57.230 --> 00:29:01.950
think this world is at continuing to converge so much so that I think if your

464
00:29:02.050 --> 00:29:02.350
idea was,

465
00:29:02.350 --> 00:29:07.010
"I'm going to have a super differentiated feature set only for enterprises," and

466
00:29:07.030 --> 00:29:10.730
you have to contact sales to even just imagine what the product is going to be

467
00:29:10.810 --> 00:29:11.590
like,

468
00:29:11.590 --> 00:29:14.830
I think you're going to have a hard time because that agent wants to try out

469
00:29:14.850 --> 00:29:16.370
that feature right away.

470
00:29:16.690 --> 00:29:20.250
<v 0>Totally. Okay. Last rapid fire question.</v>

471
00:29:20.890 --> 00:29:23.250
We've gone through a bunch of trends. We shared some checklists.

472
00:29:23.670 --> 00:29:26.650
What's one thing on your checklist that you think about all the time?

473
00:29:28.250 --> 00:29:31.930
<v 1>I'm continuing to sort of obsess about the experience of the agent.</v>

474
00:29:31.990 --> 00:29:35.550
Just this morning, I saw my agent getting stuck on a problem,

475
00:29:36.590 --> 00:29:39.370
and I really think about the cultural change that it's going to take.

476
00:29:40.830 --> 00:29:45.690
All of us in this room, we were born into an internet that didn't have AI,

477
00:29:46.110 --> 00:29:47.070
didn't have agents.

478
00:29:47.870 --> 00:29:51.810
And so I think a lot of what's going to make us successful in the future is this

479
00:29:52.030 --> 00:29:56.150
reinvention of every part of the stack, reinvention of the internet,

480
00:29:56.210 --> 00:29:57.043
reinvention of the web.

481
00:29:57.310 --> 00:29:59.870
My biggest piece of advice that I give to people is that like:

482
00:30:00.190 --> 00:30:05.150
"The faster you can get rid of your preconceptions-in some ways,

483
00:30:05.210 --> 00:30:08.730
a little bit of the ego of the things that the tools that you knew or the things

484
00:30:08.750 --> 00:30:12.110
that you thought you were good at-I think the faster we can actualize ourselves,

485
00:30:12.850 --> 00:30:15.890
continuing to ship, encourage people to build in public.

486
00:30:15.990 --> 00:30:19.190
I think a lot of the great things that have made companies like Stripe

487
00:30:19.550 --> 00:30:20.710
successful come from that,

488
00:30:22.110 --> 00:30:26.430
betting on the builders and the indie makers and building in public." So

489
00:30:27.710 --> 00:30:30.750
yeah, it was great to be here and thanks for this for hosting me.

490
00:30:30.910 --> 00:30:32.890
<v 0>Yeah. Obsess over the agent experience.</v>

491
00:30:32.950 --> 00:30:36.050
I think that is a very clear takeaway and one for all of us.
Guillermo,

492
00:30:36.190 --> 00:30:37.710
thank you. That was awesome.

493
00:30:41.550 --> 00:30:43.590
Before we wrap, I want to leave you all with this.

494
00:30:44.910 --> 00:30:48.930
I remember sitting around a campfire and a friend telling me to pursue Urban

495
00:30:48.970 --> 00:30:53.150
Escapes and that it was okay to quit my job to do that. I did.

496
00:30:53.830 --> 00:30:56.090
And it took months to build a website,

497
00:30:56.790 --> 00:31:00.410
two and a half years to get to four cities, and a lot of sweat along the way.

498
00:31:01.510 --> 00:31:03.960
And if I were that same person today-same campfire,

499
00:31:04.440 --> 00:31:09.340
same idea-I could have had my product live using Stripe and Vercel by the

500
00:31:09.400 --> 00:31:13.660
time that fire burned out. That's what's changed. It's not just the tools.

501
00:31:14.120 --> 00:31:17.760
The entire starting line has moved. You can build in hours.

502
00:31:18.280 --> 00:31:20.620
You can sell in 42 countries on day one,

503
00:31:21.320 --> 00:31:25.780
and you can go from PLG to enterprise to fully agent-led before

504
00:31:26.280 --> 00:31:27.113
your Series A.

505
00:31:28.180 --> 00:31:31.190
So the question isn't whether the opportunity is real.
You've seen the data,

506
00:31:31.510 --> 00:31:32.350
you just heard from G.

507
00:31:33.150 --> 00:31:35.670
The question is whether you're moving fast enough to capture it.

508
00:31:36.830 --> 00:31:40.670
This is the most fun time to start a company,

509
00:31:41.150 --> 00:31:45.070
whether you're a startup or one of the fastest-growing AI companies like Vercel

510
00:31:45.630 --> 00:31:47.950
or an enterprise trying to navigate all of it.

511
00:31:48.750 --> 00:31:52.350
And our job at Stripe is to be here with you every step of the way.

512
00:31:53.070 --> 00:31:56.390
So go build and know that Stripe will be here to help you as you scale.

513
00:31:56.950 --> 00:31:57.270
Thank you.

