175% Growth, 120 Countries, Agents as Buyers: Stripe's CRO of AI on The New AI GTM Playbook
The fastest-growing AI companies are rewriting every rule in the GTM playbook, and Stripe has a front-row seat to all of it. In this episode, Maia Josebachvili, Chief Revenue Officer of AI at Stripe, breaks down the four patterns she's seeing across the world's top AI companies, and what they mean for how you build, price, sell, and scale.
The numbers alone are staggering: top AI companies grew 120% in 2025 and 175% in 2026. Lovable went from $100M to $400M in eight months. Cursor hit a $2B run rate in under two years. And 48% of revenue at top AI companies now comes from outside their home market.
Maia covers:
- Why the fastest AI companies are in 42 countries on day one and 120 by year three
- How pricing is evolving from seats to usage to hybrid models, and why getting it wrong kills retention
- Why enterprise sales is now a year-one problem, not a year-five one
- What it actually means that agent traffic to Stripe's docs 10x'd in a single year
- How to build systems that move with your customer across PLG, enterprise, and agent-led motions
If you're building an AI company or trying to compete with one, this is the data you need.
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