Stripe CEO Advocates On-Demand Software Model

Stripe CEO Patrick Collison on the TBPN podcast last week argued software should be created on demand — 'like pizza' — as inference and custom creation shift software economics. His comments followed Anthropic’s Claude updates in February, which triggered a selloff that pushed the iShares Expanded Tech Software Sector ETF down nearly 30% since January 2026 (as of March 2) and hit IBM stock.