Uploaded May 2026 | Updated September 2026, 1 week ago
Join Tao Zhang, Manus AI’s cofounder and CPO, for an inside look at building and scaling an AI business across global markets. For questions or more information, get in touch with a Stripe expert at stripe.com/contact/sales.
00:35 Manus goes viral
04:17 Finding audience
06:15 Product development
15:33 Structuring teams
22:30 Global office culture
24:23 $800M ARR in 8 months
29:12 Measuring success
34:42 Future challenges
Recorded January 26, 2026
Join Tao Zhang, Manus AI’s cofounder and CPO, for an inside look at building and scaling an AI business across global markets. For questions or more information, get in touch with a Stripe expert at stripe.com/contact/sales.
00:35 Manus goes viral
04:17 Finding audience
06:15 Product development
15:33 Structuring teams
22:30 Global office culture
24:23 $800M ARR in 8 months
29:12 Measuring success
34:42 Future challenges
Recorded January 26, 2026




![Tobi Lütke is still captivated by internet commerce, 20 years later
Shopify founder and CEO Tobi Lütke joins John Collison to discuss the philosophies driving one of the internet’s most foundational companies. Tobi shares his perspective on why companies are a form of technology, how internal tools and opinionated software shape an organizations culture and accelerate its evolution, and why the best gift is finding a beautiful, unsolvable problem.
Show notes:
• [Buy] Momax: 140W Universal Travel Adapter | https://www.amazon.com/MOMAX-Universal-Technology-Worldwide-Charging-Black/dp/B0CRYPKR4H?th=1
• [Read] Benjamin Bloom: The 2 Sigma Problem | https://web.mit.edu/5.95/www/readings/bloom-two-sigma.pdf
• [Buy] Ikigai: vitamin cases | https://ikigaicases.com/
• [Read] Kevin Kelly: 1,000 True Fans | https://kk.org/thetechnium/1000-true-fans/
• [Read] Erich Gamma: Design Patterns | https://www.amazon.co.uk/Design-patterns-elements-reusable-object-oriented/dp/0201633612
• [Read] Charles Calomiris: Fragile by Design | https://www.amazon.co.uk/Fragile-Design-Political-Princeton-Economic/dp/0691155240
• [Listen] Business Breakdowns: Formula One | https://podcasts.apple.com/gb/podcast/formula-one-the-iconic-motor-sport/id1559120677?i=1000526586800
• [Watch] Netflix: Formula 1: Drive to Survive | https://www.netflix.com/title/80204890
• [Read] Mark Robichaux: Cable Cowboy | https://www.amazon.co.uk/Cable-Cowboy-Malone-Modern-Business/dp/047170637X
Full transcript on Substack: https://cheekypint.substack.com/p/tobi-lutke-is-still-captivated-by
Subscribe to Cheeky Pint
Spotify: https://open.spotify.com/show/2IHbGJJMpiFoz5YrvRfTFw
Apple Podcasts: https://podcasts.apple.com/us/podcast/cheeky-pint/id1821055332
Substack: https://cheekypint.substack.com/
Key moments
00:00 Intro
07:07 How internal software shapes culture
16:32 The Shopify vision
27:49 Peak transaction capacity
34:36 Agentic commerce
49:15 Shop Pay
55:29 Stablecoins
59:20 Stripe + Shopify
1:12:23 Learning from the Coinbase board
1:17:23 Is Tobi ungovernable?
1:25:02 Entrepreneurship
1:31:50 Advice for Mark Carney
1:36:40 Motor racing Tobi Lütke is still captivated by internet commerce, 20 years later](https://i.ytimg.com/vi/eMSqlQMk480/mqdefault.jpg)





