prediction claim
According to Jamin Ball's account of John Collison's remarks, tokens account for 1% of Stripe's expenses today, and Collison expects that share to rise to 15%–20% over the next few years.
Jamin Ball · Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter · 7 Nov 2026
In their words
The transcript segments this claim was taken from
“I think he mentioned 1% of Stripe's expenses are on tokens today, but he expects that to go to 15% to 20%-”
“... over the next few years.”23:56Report a misattribution
0.75how strongly it was put, not whether it is true
0.85importance to the conversation
0.94confidence the claim was read correctly