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1/ Every Friday, we ship to make building on Privy better. Today: we’re showing how Privy wallets + x402 + Stripe machine payments unlock agentic commerce with any Stripe merchant. Watch the demo walkthrough and try the starter repo. Here's how ⤵️

31,923 views • 7 months ago •via X (Twitter)

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NEW: Stripe Co-Founder John Collison (John Collison) says AI agents will completely rewire internet commerce. Stripe processed $1.9T in 2025, up 34%. Now the company is rebuilding for an internet where AI agents, not humans, increasingly transact. “Instinct is real, Muse is real. All these things are real.” “Computer use is the ultimate backwards compatibility layer for the real world.” I sat down with John at Browserbase Navigate to talk agentic commerce, computer use, cybersecurity, how Stripe is rebuilding for AI & why Stripe considers 2026 the beginning of the “singularity epoch.” John sees AI already showing up in new company creation. Stripe is seeing its highest rate of new firm creation in recent memory, while its 2026 Atlas cohort is tracking at 5x the revenue of the 2025 class. We also cover Stripe’s recent acquisitions: › Bridge + Privy, bringing crypto-native infrastructure & talent › Metronome, usage-based billing for the AI era › OpenRouter, routing across multiple AI models as inference spend & model competition explodes Browserbase is building the infrastructure for this shift, giving AI agents cloud browsers to navigate the existing web & take actions across it. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Stripe’s $1.9T & Rebuilding for AI (00:31) Why Agents Will Replace Web Forms (02:20) How AI Rewires Commerce & Product Discovery (04:40) More Cyberattacks? (06:49) Why Stripe Says the Singularity Started in 2026 (09:29) Stripe Is Rebuilding Its APIs for AI Agents (11:38) Why Stripe Bought Bridge, Privy, Metronome & OpenRouter (15:12) When Stripe Builds vs. Buys (16:55) How AI Is Changing Stripe Internally (20:39) How John Keeps Up With AI (23:28) The Coming 'Good Bot' vs. 'Bad Bot' Problem (24:53) 17 Years of Lessons Building Stripe

Molly O’Shea

519,277 views • 8 days ago

I just watched a machine buy something on Stripe. No card. No human. No checkout. Stripe Dev shipped it yesterday — machine payments, live in preview. Commerce isn't designed for machines. --- We need to re-organize around that thought. It is designed for humans. He's right. Every fraud model, every auth flow, every billing system we've built assumes a person is on the other end. Agents break all of it. They need - Microtransactions. - 24/7 rails. - HTTP-native settlement (!!) - Finality guarantees. - No subscriptions. No accounts. - Pay at the point of consumption and move on. Cards weren't designed for this. Nothing was. --- So it needs to be completely rethought Now on Stripe Agents can now pay for API calls, compute, and data through the same PaymentIntents API millions of businesses already use. Settled in seconds. --- Stripe says billions the billions of humans will lead to trillions of agents. If even 10% of that plays out, machine payments become the fastest-growing payment category on earth. --- But here's the part that keeps me up at night — If every PSP builds its own proprietary agent payment flow, we repeat the same fragmentation mess that took human payments 15 years to sort out. We need internet native, IETF-grade, ready-for-scale standards that don't over-index on crypto. Protocols that work across any network, any rail, any provider. --- Stripe just proved the market is coming. Now we need protocols and infrastructure ready for scale. PS. Machine is a better word than agentic isn't it.

Simon Taylor

32,667 views • 8 months ago