Aug. 21 at 12:47 AM
$PYPL Today, Stripe and PayPal have a combined TPV of about
$4 trillion, compared with roughly
$20 trillion for Visa and Mastercard. If agentic AI commerce and cross-border stablecoin transactions create a massive new economy, I see no reason why Stripe and PayPal couldn't eventually achieve 5× their current TPV, reaching around
$20 trillion annually.
If they charged just a 0.5% toll on all transactions flowing through their ecosystems, that would generate a staggering 100billion in annual revenue.
Paying
$100 for Paypal today is peanut for what could become the 1st trillion dollar marketcap fintech for Stripe.