Stripe's 2025 annual letter reveals $1.9 trillion in total payment volume (up 34% YoY), equivalent to ~1.6% of global GDP. The company announced a tender offer at a $159B valuation to provide liquidity to current and former employees, backed by Thrive Capital, Coatue, and a16z. Key highlights include: the Revenue suite approaching $1B annual run rate, powering 90% of DJIA and 80% of Nasdaq 100 companies, record new business cohort growth, stablecoin payment volume doubling to ~$400B, and major investments in agentic commerce infrastructure including the Agentic Commerce Protocol with OpenAI, machine payments via stablecoin micropayments, and the Tempo blockchain for payments.
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