النص (en)

I feel like, I mean, this is very arbitrary, obviously, but I feel like there's at least a reasonable chance that 2026 Q1 will be looked back upon as the first quarter of the singularity. Maybe in three years, in hindsight, that'll look completely delusional. I don't know. But what we're seeing, I mean, there's kind of the macroscopic picture of the Stripe user base and things overall looking pretty good and so forth and the tumult's not quite showing up. But when we look at the cohorts and then when we look at the businesses that signed up in 2023 and their progression and trajectory over the subsequent months, the businesses that signed up in 2024 and then the business signed up in 2025, there's been a phase transition in 2025 where there are both more of them and on a per business basis, they are on average doing better. which is really striking because you might think, okay well there this cavalcade of new lightweight vibe coded applications or something but there not really a lot of substance there We actually seeing both numbers move together There are many more businesses getting started and the average the median business is in fact performing better. We're only a couple of weeks into 2026, but it looks tentatively like 2026 may plausibly be an acceleration even over that significant leap of 2025. So I don't know. I mean, we've had all sorts of dramatic AI inventions and innovations over the last couple of years. There's a bit of a question of, well, how and when, and how should we think about how it'll translate to the economy? I would say looking at real purchasing behavior on Stripe, 2025, end of 25, beginning of 26 is when I feel like we're really starting to see it. Century shows developers what's broken and helps them fix it fast. That's why 150,000 organizations use it to keep their apps working.