BREAKING: Patrick Collison just told the Valley exactly where the next Stripe gets built.
And it's not an AI lab.
Asked what he'd build if starting from scratch, Collison pointed directly at legacy vertical software — decades-old systems still running healthcare, logistics, construction, finance.
Entire industries. Still on 1990s infrastructure.
Every ambitious founder is chasing foundation models right now.
Collison is pointing at the opposite end of the stack.
The most defensible businesses often come from the places everyone else decides are too boring to touch.
Is the Valley sleeping on the biggest opportunity in software right now?
A model that can't write a sentence just became one of the hottest models on @vercel AI Gateway.
Jev makes decisions: route this, approve that, which model should handle this.
Office hours tomorrow on choosing the right model per task, with AI Gateway, Jev and @eve.
Sign up here: https://t.co/6cuegXCDAo
From idea to deployed agent - live.
This Thursday at 10am PT, Vercel: Office Hours are back!
We’ll build with @eve , deploy to production in minutes, show you how to connect it to your users’ channels, and explain every decision along the way.
Come build with us: https://t.co/efn6XNMhNr
joined the coolest team @vercel ▲ for startups
now I get a front-row seat to how the best startups are being built rn.
come follow my field-notes from the founders building the future - all the wins, fails, and the things that are actually working rn
ps. last months vercel afterparty. so COOL