Quote · God Mode Podcast
Codex beats Claude Code, Stripe launched the AI bank & SpaceX targets a $7.5T valuation | GMP EP11
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Stripe Treasury: The AI-Native Bank Account
At 1:03:30 · chapter starts 1:02:00
Stripe Treasury is now an AI-native bank: hold multi-currency balances, pay anyone in 160 countries by email, earn 2% cashback — and connect it all to your AI agents via the Stripe MCP. Stripe already knows your revenue trajectory better than you do.
Stripe Treasury allows users to hold funds in multiple currencies, earn 2% cashback, and pay anyone in 160 countries with just an email address.
OpenAI and Anthropic face fierce competition and a hard compute ceiling — a 10x growth from their current valuations would require consuming all the world's energy. SpaceX's market is literally off-planet. All three hosts picked SpaceX when asked to choose one investment.