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Trillions in AI compute can't buy a $10 domain name. Jeff Weinstein explains how Stripe’s new machine payments protocol will unleash autonomous agents to control real budgets. (0:00) What Is Agentic Commerce? (2:00) What Is the Machine Payments Protocol? (4:11) Why Can’t Smart Agents Buy Things Online? (7:14) How...

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Rex Salisbury

25,598 subscribers

21,387 görüntüleme • 3 ay önce •via X (Twitter)

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15 Yorum

NEO profil fotoğrafı
NEO3 ay önce

I think $TIBBIR is the answer 🐸

JR Farr profil fotoğrafı
JR Farr3 ay önce

Jeff IRL is my fav

Henri Stern Ꙫ profil fotoğrafı
Henri Stern Ꙫ3 ay önce

Rex is on a mission to tear Stripe apart -- how do you tell apart two 🐐🐐s :b?

Rex Salisbury profil fotoğrafı
Rex Salisbury3 ay önce

alas...everyone gives such polite, thought, diplomatic answers. plot foiled...

Henri Stern Ꙫ profil fotoğrafı
Henri Stern Ꙫ3 ay önce

Keep swinging ;)

Rex Salisbury profil fotoğrafı
Rex Salisbury3 ay önce

love @jeff_weinstein 's reaction asked... <long pause> "ughhhhh...ok...."

Ben Southwood profil fotoğrafı
Ben Southwood3 ay önce

Wow I had never seen the Annual Letter in printed form either & it looks amazing. The design team once again killing it @lil_dill

Rex Salisbury profil fotoğrafı
Rex Salisbury3 ay önce

thanks for coming on!

Matt profil fotoğrafı
Matt3 ay önce

This is so good

Rex Salisbury profil fotoğrafı
Rex Salisbury3 ay önce

easy when you've got someone like Jeff talking :)

Max Segall profil fotoğrafı
Max Segall3 ay önce

JEFF LOOKING GOOD HEREEE

FanElonMuskMoney profil fotoğrafı
FanElonMuskMoney3 ay önce

awesome buzz, just don’t let bots drain my coffee fund

Eric profil fotoğrafı
Eric3 ay önce

Agentic commerce needs more than payment rails. The real unlock is controlled authority: what the agent can buy, under which policy, with which budget, and what evidence proves the action was in scope.

The Crypto Wiz profil fotoğrafı
The Crypto Wiz3 ay önce

The market is going to learn fast that payment rails are easy to announce and hard to trust.

People&火火 profil fotoğrafı
People&火火3 ay önce

The budget guardrail problem is where this gets real. We gave agents spending caps and they burned through daily limits in minutes by spawning sub-tasks that each looked small individually. Had to build per-action cost tracking, not just per-agent budgets.

Benzer Videolar

Inside Stripe's MPP IRL: machine payments, stablecoins, and the future of agent commerce. Agents are starting to pay for things on their own: API calls, services, each other. Nobody's agreed on how that should work. This panel was three takes on it. Jen (Stripe) leads product for Machine Payments — the open standard for how agents pay for things. Dan Romero (Tempo) is building stablecoin payment rails, and thinks that's what agent commerce runs on, not cards. Michael Blau (Royal) magician turned a16z Crypto partner turned CTO is exploring programmable money for creators, and why the demand side is barely here yet. We got into: • Why HTTP 402, a status code from the early web, is suddenly the backbone of agent payments • Why Dan thinks a credit card is a private key and why stablecoins are safer for agents • Where stablecoins actually win first • Whether you should build for agent payments now or wait • Why the demand side is "virtually nonexistent" and what that means if you're building 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Event Kickoff JEN LEE — Product Lead, Stripe (00:44) What the Machine Payments Protocol Is (01:28) How MPP Works — the HTTP 402 Payment Challenge (03:25) Adoption So Far: ~30,000 Transactions (04:04) Building Trust — Shared Tokens & the Link Agent Wallet (05:56) What the Creator Economy Looks Like When the Audience Is Agents (07:15) What She Was Certain About at 22 That's Now Wrong DAN ROMERO — GTM, Tempo (08:34) Meet Dan (08:49) Why Stablecoins, and the Genius Act Tailwind (09:48) "A Credit Card Is Basically a Private Key" (11:19) Should Every Company Be Thinking About MPP? (13:03) What to Be Wary Of (15:15) Where Stablecoins Win — Payouts, Remittances, DoorDash MICHAEL BLAU — CTO, Royal (16:36) Meet Michael (17:13) From Magician to a16z Crypto to CTO (17:57) Team Over Idea — His a16z Takeaway (18:26) "The Demand Side Is Virtually Nonexistent" (19:03) Closing
19:03

Inside Stripe's MPP IRL: machine payments, stablecoins, and the future of agent commerce. Agents are starting to pay for things on their own: API calls, services, each other. Nobody's agreed on how that should work. This panel was three takes on it. Jen (Stripe) leads product for Machine Payments — the open standard for how agents pay for things. Dan Romero (Tempo) is building stablecoin payment rails, and thinks that's what agent commerce runs on, not cards. Michael Blau (Royal) magician turned a16z Crypto partner turned CTO is exploring programmable money for creators, and why the demand side is barely here yet. We got into: • Why HTTP 402, a status code from the early web, is suddenly the backbone of agent payments • Why Dan thinks a credit card is a private key and why stablecoins are safer for agents • Where stablecoins actually win first • Whether you should build for agent payments now or wait • Why the demand side is "virtually nonexistent" and what that means if you're building 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Event Kickoff JEN LEE — Product Lead, Stripe (00:44) What the Machine Payments Protocol Is (01:28) How MPP Works — the HTTP 402 Payment Challenge (03:25) Adoption So Far: ~30,000 Transactions (04:04) Building Trust — Shared Tokens & the Link Agent Wallet (05:56) What the Creator Economy Looks Like When the Audience Is Agents (07:15) What She Was Certain About at 22 That's Now Wrong DAN ROMERO — GTM, Tempo (08:34) Meet Dan (08:49) Why Stablecoins, and the Genius Act Tailwind (09:48) "A Credit Card Is Basically a Private Key" (11:19) Should Every Company Be Thinking About MPP? (13:03) What to Be Wary Of (15:15) Where Stablecoins Win — Payouts, Remittances, DoorDash MICHAEL BLAU — CTO, Royal (16:36) Meet Michael (17:13) From Magician to a16z Crypto to CTO (17:57) Team Over Idea — His a16z Takeaway (18:26) "The Demand Side Is Virtually Nonexistent" (19:03) Closing

Julia Fedorin

24,128 görüntüleme • 1 ay önce

LIVE NOW - Tempo Mainnet: The Race to Agentic Commerce Tempo is live, and the big bet is clear: AI agents need a native payment layer. Georgios Konstantopoulos and Brendan Ryan join Bankless to explore: - why Tempo launched with agentic payments front and center, - how MPP turns payments into auth, - why “give the agent the wallet” could unlock a new internet economy, - where MPP fits against x402, - what Tempo’s L1 design makes possible for builders. Enjoy the episode. --- TIMESTAMPS 0:00 Tempo Mainnet goes live 1:18 Why the launch is focused on agents 3:58 What MPP actually is 6:30 MPP vs x402 15:28 Why agentic commerce matters 20:08 The “original sin” of the internet 26:04 MCP, NLWeb, and the emerging agent stack 34:07 The onboarding flow: wallets for agents 37:11 How Tempo’s wallet security works 40:11 Tempo chain design and specs 51:13 Why build an L1 instead of an Ethereum L2? 56:10 The Ethereum tension 1:05:01 Agent identity, reputation, and ERC-8004 1:06:53 TIP20, stablecoins, and what can be built on Tempo 1:12:36 Builder opportunity in the agentic web
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LIVE NOW - Tempo Mainnet: The Race to Agentic Commerce Tempo is live, and the big bet is clear: AI agents need a native payment layer. Georgios Konstantopoulos and Brendan Ryan join Bankless to explore: - why Tempo launched with agentic payments front and center, - how MPP turns payments into auth, - why “give the agent the wallet” could unlock a new internet economy, - where MPP fits against x402, - what Tempo’s L1 design makes possible for builders. Enjoy the episode. --- TIMESTAMPS 0:00 Tempo Mainnet goes live 1:18 Why the launch is focused on agents 3:58 What MPP actually is 6:30 MPP vs x402 15:28 Why agentic commerce matters 20:08 The “original sin” of the internet 26:04 MCP, NLWeb, and the emerging agent stack 34:07 The onboarding flow: wallets for agents 37:11 How Tempo’s wallet security works 40:11 Tempo chain design and specs 51:13 Why build an L1 instead of an Ethereum L2? 56:10 The Ethereum tension 1:05:01 Agent identity, reputation, and ERC-8004 1:06:53 TIP20, stablecoins, and what can be built on Tempo 1:12:36 Builder opportunity in the agentic web

Bankless

23,815 görüntüleme • 6 ay önce

Stablecoins are useless unless they solve actual business problems. Privy CEO Henri Stern reveals why Stripe acquired his company to build dominant global money rails. (0:00) Why are we even building with stablecoins? (0:36) What are Stripe's digital asset accounts? (2:04) How did Privy reach 100 million wallets? (2:44) Who is actually adopting crypto right now? (4:40) How does Ramp use stablecoins globally? (5:21) Why use stablecoins for treasury management? (6:32) Is DeFi yield finally safe with Morpho? (7:50) Why did Privy sell to Stripe? (10:48) John vs. Patrick Collison: Who is smarter?
12:31

Stablecoins are useless unless they solve actual business problems. Privy CEO Henri Stern reveals why Stripe acquired his company to build dominant global money rails. (0:00) Why are we even building with stablecoins? (0:36) What are Stripe's digital asset accounts? (2:04) How did Privy reach 100 million wallets? (2:44) Who is actually adopting crypto right now? (4:40) How does Ramp use stablecoins globally? (5:21) Why use stablecoins for treasury management? (6:32) Is DeFi yield finally safe with Morpho? (7:50) Why did Privy sell to Stripe? (10:48) John vs. Patrick Collison: Who is smarter?

Rex Salisbury

14,213 görüntüleme • 4 ay önce

Stripe's Will Gaybrick: "Build everything" Against an industry that sees agents as a way to cut costs, Stripe is using them to build more: agents wrote 30% of code in a week, global tax filing shipped in 1/3 the time the US version took, and after AI made sellers 20% more productive, Stripe hired even more sellers. President of Technology & Business Will Gaybrick sits down with a16z's David George to cover why there's no one left for Stripe to copy, why checkout pages will disappear, how agents plus stablecoins make micropayments real, and why tokens are becoming a currency worth protecting like dollars. 00:00 Intro 01:00 From payments to 30 products 02:30 1 in 6 free trials abused 05:50 Win the startups, then win them again 09:40 Borrowing from Google, Apple, and Ford 14:30 Minions: 7K one-shot PRs a week 18:45 Building everything vs. cutting costs 26:00 Why timelines keep compressing 29:50 What replaces the checkout page 34:20 The case against $9.99 subscriptions 37:20 Stablecoins solve a political problem 41:35 Tempo, a payments-only blockchain 43:10 Tokens are money now 49:00 How Stripe scales taste Will Gaybrick David George
53:48

Stripe's Will Gaybrick: "Build everything" Against an industry that sees agents as a way to cut costs, Stripe is using them to build more: agents wrote 30% of code in a week, global tax filing shipped in 1/3 the time the US version took, and after AI made sellers 20% more productive, Stripe hired even more sellers. President of Technology & Business Will Gaybrick sits down with a16z's David George to cover why there's no one left for Stripe to copy, why checkout pages will disappear, how agents plus stablecoins make micropayments real, and why tokens are becoming a currency worth protecting like dollars. 00:00 Intro 01:00 From payments to 30 products 02:30 1 in 6 free trials abused 05:50 Win the startups, then win them again 09:40 Borrowing from Google, Apple, and Ford 14:30 Minions: 7K one-shot PRs a week 18:45 Building everything vs. cutting costs 26:00 Why timelines keep compressing 29:50 What replaces the checkout page 34:20 The case against $9.99 subscriptions 37:20 Stablecoins solve a political problem 41:35 Tempo, a payments-only blockchain 43:10 Tokens are money now 49:00 How Stripe scales taste Will Gaybrick David George

a16z

379,399 görüntüleme • 1 ay önce

Agents Already Spent $76 Million: Circle's AI Agent stack, x402, stablecoins and the Agentic Economy Shoal Signal with Corey Cooper, Senior Manager, DevRel at Circle, hosted by Gabe We cover how Circle is building the agent money stack with $USDC, Arc, x402, why EIP-3009 makes payments gasless, who is actually transacting today, whether SaaS is dead, and why agents buying their own services points to a trillion dollar TAM. 0:00 What Circle is building for agents 3:01 Why x402 matters for builders 6:54 USDC, gasless transfers, and facilitators 10:57 The Circle agent stack and nano payments 14:17 Who is using x402 and for what 16:46 Pay-per-use flattens the internet 19:50 A new persona, and $76 million transacted 23:03 What is missing for agent to agent 28:05 Every app has APIs, the TAM is trillions 29:26 Is SaaS dead 31:57 Discovery as the real value layer 36:28 How Circle curated its marketplace 41:23 Why it has to run on stablecoins 46:00 Cash App to agent in one second 49:38 Where the alpha is, trading on Robinhood 52:08 Try it yourself
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Agents Already Spent $76 Million: Circle's AI Agent stack, x402, stablecoins and the Agentic Economy Shoal Signal with Corey Cooper, Senior Manager, DevRel at Circle, hosted by Gabe We cover how Circle is building the agent money stack with $USDC, Arc, x402, why EIP-3009 makes payments gasless, who is actually transacting today, whether SaaS is dead, and why agents buying their own services points to a trillion dollar TAM. 0:00 What Circle is building for agents 3:01 Why x402 matters for builders 6:54 USDC, gasless transfers, and facilitators 10:57 The Circle agent stack and nano payments 14:17 Who is using x402 and for what 16:46 Pay-per-use flattens the internet 19:50 A new persona, and $76 million transacted 23:03 What is missing for agent to agent 28:05 Every app has APIs, the TAM is trillions 29:26 Is SaaS dead 31:57 Discovery as the real value layer 36:28 How Circle curated its marketplace 41:23 Why it has to run on stablecoins 46:00 Cash App to agent in one second 49:38 Where the alpha is, trading on Robinhood 52:08 Try it yourself

Shoal Research

20,835 görüntüleme • 3 ay önce

WATCH - AI Agents Are Already Using Bitcoin in a Bot-Run Economy | Bitcoin Policy Hour Ep. 27 🇺🇸 Bitcoin Policy Institute explores how AI agents are using bitcoin and Lightning for autonomous machine-to-machine payments in emerging bot economies, and what this means for the future of policy and regulation. Feat. @btcpolicyorg's Zack Shapiro Zack Cohen Bayman11771 Chapters: 00:00 – AI Agents and the Beginning of Autonomy 05:20 – Why AI Agents Prefer Bitcoin 10:15 – What Makes an AI Agent Different From Chatbots 15:45 – Autonomous Bots, Wallets, and Value Transfer 20:10 – Lightning Network and Machine Micropayments 25:30 – AI Agents Trading Data and Compute Power 30:05 – Digital Identity, DAOs, and Machine Economies 35:40 – Policy Failures: Tax, AML, and Ownership 42:15 – Legal Personhood and Autonomous Liability 49:30 – What AI Adoption Means for Bitcoin’s Future
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WATCH - AI Agents Are Already Using Bitcoin in a Bot-Run Economy | Bitcoin Policy Hour Ep. 27 🇺🇸 Bitcoin Policy Institute explores how AI agents are using bitcoin and Lightning for autonomous machine-to-machine payments in emerging bot economies, and what this means for the future of policy and regulation. Feat. @btcpolicyorg's Zack Shapiro Zack Cohen Bayman11771 Chapters: 00:00 – AI Agents and the Beginning of Autonomy 05:20 – Why AI Agents Prefer Bitcoin 10:15 – What Makes an AI Agent Different From Chatbots 15:45 – Autonomous Bots, Wallets, and Value Transfer 20:10 – Lightning Network and Machine Micropayments 25:30 – AI Agents Trading Data and Compute Power 30:05 – Digital Identity, DAOs, and Machine Economies 35:40 – Policy Failures: Tax, AML, and Ownership 42:15 – Legal Personhood and Autonomous Liability 49:30 – What AI Adoption Means for Bitcoin’s Future

Bitcoin Magazine

23,694 görüntüleme • 7 ay önce

E101: Virtuals Protocol : How to get Rich with AI Agents (Without Getting Lucky)! is the CoFounder of Virtuals, the leading AI Agent protocol valued at $2.5 Billion Timestamps 0:00 Intro 2:35 Mental Health 6:41 Having Optimistic Co-Founders 7:20 Post-Bull Survival Guide 10:09 Who is Wee Kee ? 10:51 Hyperliquid, an inspiration for Founders 15:21 Fascination of AI 16:56 What is an AI Game? 18:48 Crypto Gaming Narrative 21:20 Can AI Lovers Solve Loneliness? 24:33 What’s a Good AI Lover? 26:44 Solving Mental Health with AI 29:14 Why does Crypto AI Matter? 30:59 Purpose of terminal of truths & $Goat Token 33:54 Why AI Agents Matter 39:34 How aixbt Leads Crypto 43:09 The Risk of Social Coins 45:06 Replacing Humans with AI Agents 49:36 Fair Launches Reflect Crypto Values 58:20 What is Virtuals Protocol ? 1:00:56 Main Goal of Virtuals 1:02:12 What is Luna 1:05:30 Luna: AI Agents Hiring Humans 1:11:09 How AI Agents Mirror Humans 1:12:48 AI Agents Running Businesses 1:16:36 Network State & Why it Matters 1:19:24 AI Networks Bigger Than Earth 1:21:58 Human Advantage Over AI Agents 1:23:29 Does Decentralization Matter? 1:28:22 Base or Solana 1:33:49 Support from Base 1:35:13 What are Sentient Agents? 1:37:25 The Future of AI Agents 1:38:16 Non-Consensus Beliefs 1:39:54 Prediction for the Next 12 Months 1:42:52 Where is Hyperliquid Going?
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E101: Virtuals Protocol : How to get Rich with AI Agents (Without Getting Lucky)! is the CoFounder of Virtuals, the leading AI Agent protocol valued at $2.5 Billion Timestamps 0:00 Intro 2:35 Mental Health 6:41 Having Optimistic Co-Founders 7:20 Post-Bull Survival Guide 10:09 Who is Wee Kee ? 10:51 Hyperliquid, an inspiration for Founders 15:21 Fascination of AI 16:56 What is an AI Game? 18:48 Crypto Gaming Narrative 21:20 Can AI Lovers Solve Loneliness? 24:33 What’s a Good AI Lover? 26:44 Solving Mental Health with AI 29:14 Why does Crypto AI Matter? 30:59 Purpose of terminal of truths & $Goat Token 33:54 Why AI Agents Matter 39:34 How aixbt Leads Crypto 43:09 The Risk of Social Coins 45:06 Replacing Humans with AI Agents 49:36 Fair Launches Reflect Crypto Values 58:20 What is Virtuals Protocol ? 1:00:56 Main Goal of Virtuals 1:02:12 What is Luna 1:05:30 Luna: AI Agents Hiring Humans 1:11:09 How AI Agents Mirror Humans 1:12:48 AI Agents Running Businesses 1:16:36 Network State & Why it Matters 1:19:24 AI Networks Bigger Than Earth 1:21:58 Human Advantage Over AI Agents 1:23:29 Does Decentralization Matter? 1:28:22 Base or Solana 1:33:49 Support from Base 1:35:13 What are Sentient Agents? 1:37:25 The Future of AI Agents 1:38:16 Non-Consensus Beliefs 1:39:54 Prediction for the Next 12 Months 1:42:52 Where is Hyperliquid Going?

MR SHIFT 🦁

284,313 görüntüleme • 1 yıl önce

LIVE NOW - Illia Polosukhin: Why AI Agents Are Still Useless (And What Fixes Them) AI agents still fall short. NEAR Protocol founder + Transformer co-author Illia (root.near) (🇺🇦, ⋈) breaks down what’s missing, why it matters, and how IronClaw could help unlock secure, private, autonomous AI. Illia’s bigger thesis: AI becomes the interface. Blockchains become the backend. -------------- TIMESTAMPS 0:00 Intro 0:43 Illia’s AI Journey 6:50 AI x Blockchain Operating Systems 13:11 Will Humans & AIs Use the Same Systems? 16:51 Why Are AI Agents Still Useless? 27:25 AI Agent Privacy Concerns 34:01 IronClaw Privacy 37:52 AI Agent Limitations 44:32 Context Constraints 51:14 Will Small Teams Win? 54:48 Autonomous Agents & Businesses 58:32 Digital Life Forms? 1:00:14 e/acc Vs d/acc 1:07:16 Why isn’t AI Crypto-Pilled 1:12:03 Advice for Builders 1:16:02 Closing & Disclaimers
1:19:19

LIVE NOW - Illia Polosukhin: Why AI Agents Are Still Useless (And What Fixes Them) AI agents still fall short. NEAR Protocol founder + Transformer co-author Illia (root.near) (🇺🇦, ⋈) breaks down what’s missing, why it matters, and how IronClaw could help unlock secure, private, autonomous AI. Illia’s bigger thesis: AI becomes the interface. Blockchains become the backend. -------------- TIMESTAMPS 0:00 Intro 0:43 Illia’s AI Journey 6:50 AI x Blockchain Operating Systems 13:11 Will Humans & AIs Use the Same Systems? 16:51 Why Are AI Agents Still Useless? 27:25 AI Agent Privacy Concerns 34:01 IronClaw Privacy 37:52 AI Agent Limitations 44:32 Context Constraints 51:14 Will Small Teams Win? 54:48 Autonomous Agents & Businesses 58:32 Digital Life Forms? 1:00:14 e/acc Vs d/acc 1:07:16 Why isn’t AI Crypto-Pilled 1:12:03 Advice for Builders 1:16:02 Closing & Disclaimers

Bankless

44,418 görüntüleme • 6 ay önce

Why $10 Million Bitcoin Isn’t As Crazy As It Sounds | Avichal Garg - Electric ϟ Capital 00:00 Bitcoin to $5–10M? The Digital Gold Thesis 03:11 How AI Agents Could Expand Bitcoin’s Market 05:18 Autonomous AI Agents, Money & Jurisdiction 09:09 How Electric Capital Is Already Using AI Agents 11:28 What Work Is Left for Humans? 13:00 How AI Could Create Tiny Billion-Dollar Companies 16:10 Would You Let an AI Agent Transact With Crypto? 22:46 How Electric Capital Decides What to Invest In 24:01 What Becomes Valuable When AI Gets Smarter Than Humans? 30:31 How Crypto Infrastructure Is Moving Into AI 34:50 How Should Investors Value Tokens? 35:36 Fee Switches, Buybacks & Token Value Accrual 38:47 Token Networks as Coordination Technology 42:51 Onchain Companies, Wallets & AI Employees 46:00 A Parallel Global Public Equities Market 49:00 Why Global Investors Understand Tokenization Differently 51:14 Final Thoughts
52:55

Why $10 Million Bitcoin Isn’t As Crazy As It Sounds | Avichal Garg - Electric ϟ Capital 00:00 Bitcoin to $5–10M? The Digital Gold Thesis 03:11 How AI Agents Could Expand Bitcoin’s Market 05:18 Autonomous AI Agents, Money & Jurisdiction 09:09 How Electric Capital Is Already Using AI Agents 11:28 What Work Is Left for Humans? 13:00 How AI Could Create Tiny Billion-Dollar Companies 16:10 Would You Let an AI Agent Transact With Crypto? 22:46 How Electric Capital Decides What to Invest In 24:01 What Becomes Valuable When AI Gets Smarter Than Humans? 30:31 How Crypto Infrastructure Is Moving Into AI 34:50 How Should Investors Value Tokens? 35:36 Fee Switches, Buybacks & Token Value Accrual 38:47 Token Networks as Coordination Technology 42:51 Onchain Companies, Wallets & AI Employees 46:00 A Parallel Global Public Equities Market 49:00 Why Global Investors Understand Tokenization Differently 51:14 Final Thoughts

The Wolf Of All Streets

99,193 görüntüleme • 6 gün önce

Agents who can buy, sell, and trade on our behalf are becoming a major part of the economy. But what exactly are they doing? Stripe sees 2% of global GDP, so they’re the company with the best view of what’s going on in the earliest innings of the agent economy. That’s why I had Emily Glassberg Sands, who leads data and AI at Stripe, on Every 🪨’s AI & I. We covered: - Most of us still don’t trust AI with larger online purchases. People are hesitant to let AI make expensive purchases like a vacation or a couch—just like the early days of online shopping. But a superhero outfit for a kid who needs one stat? Sure, let the agent handle it. - Fraud is moving up the stack. It used to mean stolen credit cards. Now attackers are stealing free-trial tokens and compute credits. Free-trial abuse has 4x-ed in the last six months.. - AI is on both sides of fraud. Fraudsters are using it to scale attacks, while Stripe is using it to detect them. They’re blocking 250,000 fraudulent free trials a week for one large customer. - AI companies are growing faster than any cohort Stripe has ever tracked. Top companies hit $30M ARR in 18 months—3x faster than the 2018 SaaS class. So far, it’s net new spend instead of cannibalized software budgets. If you want to understand how AI is reshaping online commerce, this one deserves your time. Timestamps Introduction: 00:00:45 New rules for an agent-driven economy: 00:01:27 Compute theft is the new payment fraud: 00:03:57 How Stripe expanded fraud detection from checkout to the full customer lifecycle: 00:10:00 Why AI companies are scaling way faster than top SaaS companies: 00:19:48 Outcome-based billing is replacing seat-based pricing: 00:23:27 Where AI spending is coming from: 00:29:57 How the developer experience changes when agents are the builders: 00:36:45 The agentic commerce spectrum, from assisted buying to autonomous purchasing: 00:41:00 Meet Link, a consumer wallet for delegated agent purchases: 00:51:06
53:53

Agents who can buy, sell, and trade on our behalf are becoming a major part of the economy. But what exactly are they doing? Stripe sees 2% of global GDP, so they’re the company with the best view of what’s going on in the earliest innings of the agent economy. That’s why I had Emily Glassberg Sands, who leads data and AI at Stripe, on Every 🪨’s AI & I. We covered: - Most of us still don’t trust AI with larger online purchases. People are hesitant to let AI make expensive purchases like a vacation or a couch—just like the early days of online shopping. But a superhero outfit for a kid who needs one stat? Sure, let the agent handle it. - Fraud is moving up the stack. It used to mean stolen credit cards. Now attackers are stealing free-trial tokens and compute credits. Free-trial abuse has 4x-ed in the last six months.. - AI is on both sides of fraud. Fraudsters are using it to scale attacks, while Stripe is using it to detect them. They’re blocking 250,000 fraudulent free trials a week for one large customer. - AI companies are growing faster than any cohort Stripe has ever tracked. Top companies hit $30M ARR in 18 months—3x faster than the 2018 SaaS class. So far, it’s net new spend instead of cannibalized software budgets. If you want to understand how AI is reshaping online commerce, this one deserves your time. Timestamps Introduction: 00:00:45 New rules for an agent-driven economy: 00:01:27 Compute theft is the new payment fraud: 00:03:57 How Stripe expanded fraud detection from checkout to the full customer lifecycle: 00:10:00 Why AI companies are scaling way faster than top SaaS companies: 00:19:48 Outcome-based billing is replacing seat-based pricing: 00:23:27 Where AI spending is coming from: 00:29:57 How the developer experience changes when agents are the builders: 00:36:45 The agentic commerce spectrum, from assisted buying to autonomous purchasing: 00:41:00 Meet Link, a consumer wallet for delegated agent purchases: 00:51:06

Dan Shipper

19,482 görüntüleme • 5 ay önce

LIVE NOW - AI on Ethereum: 8004, x402 and the Botconomy AI agents are moving onchain, so Ethereum needs new rails for identity, reputation, and payments. We had Davide Crapis and Austin Griffith to break down: ERC-8004: “AI passports” for agents (identity + reputation + validation) Why reputation + verification matters when bots become the main onchain users x402: pay-per-call payments for agent-to-agent services What “agent commerce” looks like when bots can discover → trust → pay The Clawdbot/OpenClaw moment, and why the next UX is talking to your wallet Watch now. -------------- TIMESTAMPS 0:00 “AI is the new UI,” and you’ll be talking to your wallet 4:09 Is there an arms race for AI activity across chains? 7:32 The Clawdbot/OpenClaw moment: agents get OS-level power 13:18 Why crypto is native to agents 19:41 Austin’s setup: Claude bot, heartbeat loops, and real autonomy 22:28 The token incident: how a bot “got a treasury” 28:46 Prompt injection meets wallets 38:20 ERC-8004 explained: identity, reputation, validation 40:35 x402 + 8004: discovery + payment rails for agent commerce 48:38 8004 “scans” and early adoption reality 1:05:32 What agents could build when they can hire other agents 1:12:38 Tooling for the new builder era: Speedrun → Wingman 1:25:23 “Worst time to be a junior dev…” 1:28:15 Predictions: clean English becomes the sign of AI
1:37:18

LIVE NOW - AI on Ethereum: 8004, x402 and the Botconomy AI agents are moving onchain, so Ethereum needs new rails for identity, reputation, and payments. We had Davide Crapis and Austin Griffith to break down: ERC-8004: “AI passports” for agents (identity + reputation + validation) Why reputation + verification matters when bots become the main onchain users x402: pay-per-call payments for agent-to-agent services What “agent commerce” looks like when bots can discover → trust → pay The Clawdbot/OpenClaw moment, and why the next UX is talking to your wallet Watch now. -------------- TIMESTAMPS 0:00 “AI is the new UI,” and you’ll be talking to your wallet 4:09 Is there an arms race for AI activity across chains? 7:32 The Clawdbot/OpenClaw moment: agents get OS-level power 13:18 Why crypto is native to agents 19:41 Austin’s setup: Claude bot, heartbeat loops, and real autonomy 22:28 The token incident: how a bot “got a treasury” 28:46 Prompt injection meets wallets 38:20 ERC-8004 explained: identity, reputation, validation 40:35 x402 + 8004: discovery + payment rails for agent commerce 48:38 8004 “scans” and early adoption reality 1:05:32 What agents could build when they can hire other agents 1:12:38 Tooling for the new builder era: Speedrun → Wingman 1:25:23 “Worst time to be a junior dev…” 1:28:15 Predictions: clean English becomes the sign of AI

Bankless

46,809 görüntüleme • 7 ay önce

LIVE NOW - FinTech Meets Crypto: The Future of Global Payments What if payment chains are the “AWS moment for money”? Simon Taylor, fintech veteran, ex-Barclays crypto lead, and author of FinTech Brainfood joins Bankless to map the convergence of fintech and crypto. From stablecoins serving as the Trojan horse for tokenisation to Tempo's push for a payments chain, Simon explains why finance is on the brink of its biggest infrastructure shift since Visa. -------------- TIMESTAMPS 0:00 Intro 4:28 FinTech Meets Crypto 9:47 The AWS Moment for Money 14:34 Why Payments Are Broken 21:25 Stablecoins in Action 25:59 The Rise of Payments Chains 38:11 Neutrality, Permissionlessness & The Libra Lesson 52:48 Stablecoins, Tokenized Deposits & CBDCs 59:08 The Stablecoin Boom Ahead 1:12:24 Is FinTech Becoming Crypto? 1:15:22 Tokenization Beyond Payments 1:36:25 Agents & AI Commerce 1:40:33 Closing Thoughts
1:42:27

LIVE NOW - FinTech Meets Crypto: The Future of Global Payments What if payment chains are the “AWS moment for money”? Simon Taylor, fintech veteran, ex-Barclays crypto lead, and author of FinTech Brainfood joins Bankless to map the convergence of fintech and crypto. From stablecoins serving as the Trojan horse for tokenisation to Tempo's push for a payments chain, Simon explains why finance is on the brink of its biggest infrastructure shift since Visa. -------------- TIMESTAMPS 0:00 Intro 4:28 FinTech Meets Crypto 9:47 The AWS Moment for Money 14:34 Why Payments Are Broken 21:25 Stablecoins in Action 25:59 The Rise of Payments Chains 38:11 Neutrality, Permissionlessness & The Libra Lesson 52:48 Stablecoins, Tokenized Deposits & CBDCs 59:08 The Stablecoin Boom Ahead 1:12:24 Is FinTech Becoming Crypto? 1:15:22 Tokenization Beyond Payments 1:36:25 Agents & AI Commerce 1:40:33 Closing Thoughts

Bankless

22,828 görüntüleme • 1 yıl önce

So far, machine payments have mostly been about businesses accepting stablecoins. And stablecoins are great (cross-border, low cost, etc.)! But much of the planet is holding a card. 🤖 💳 🌎 Here’s a 📺 sneak peek demo from Steve Kaliski of how a business can programmatically accept cards via agents. As an example: Stripe Climate is a way to contribute to carbon removal funding. Stripe Climate implemented the Machine Payments Protocol using the Stripe API, so agents can make micropayment donations ( In addition to accepting stablecoin (specifically usdc on Tempo), agents can now pay with fiat methods, namely cards and Link (and soon buy-now-pay-laters) via Shared Payment Tokens (SPTs), using the same Machine Payments Protocol integration. Human buyers, their agents, and businesses each have their own preferred methods of payment. Humans often already have a card. Agents may prefer stablecoins. Businesses tend to want to accept any form of payment, as long as it is high conversion, low fraud, and properly priced. For microtransactions, stablecoins are a low-cost way (no fixed card fee) to transact. But if you want to tell your agent to donate $100 on your behalf, a card may be the preferred solution. If you’re a business and want to accept machine payments, whether over stablecoins, cards, Link, or other future methods, read about Shared Payment Tokens ( and sign up for our machine payments private preview: And stay tuned: more to make it easy for consumers, agents, and businesses to transact, shipping over the next few weeks. (And excuse the acronyms and specifics terms, there's a lot of new infrastructure and primitives being built to support agentic commerce.)
2:00

So far, machine payments have mostly been about businesses accepting stablecoins. And stablecoins are great (cross-border, low cost, etc.)! But much of the planet is holding a card. 🤖 💳 🌎 Here’s a 📺 sneak peek demo from Steve Kaliski of how a business can programmatically accept cards via agents. As an example: Stripe Climate is a way to contribute to carbon removal funding. Stripe Climate implemented the Machine Payments Protocol using the Stripe API, so agents can make micropayment donations ( In addition to accepting stablecoin (specifically usdc on Tempo), agents can now pay with fiat methods, namely cards and Link (and soon buy-now-pay-laters) via Shared Payment Tokens (SPTs), using the same Machine Payments Protocol integration. Human buyers, their agents, and businesses each have their own preferred methods of payment. Humans often already have a card. Agents may prefer stablecoins. Businesses tend to want to accept any form of payment, as long as it is high conversion, low fraud, and properly priced. For microtransactions, stablecoins are a low-cost way (no fixed card fee) to transact. But if you want to tell your agent to donate $100 on your behalf, a card may be the preferred solution. If you’re a business and want to accept machine payments, whether over stablecoins, cards, Link, or other future methods, read about Shared Payment Tokens ( and sign up for our machine payments private preview: And stay tuned: more to make it easy for consumers, agents, and businesses to transact, shipping over the next few weeks. (And excuse the acronyms and specifics terms, there's a lot of new infrastructure and primitives being built to support agentic commerce.)

Jeff Weinstein

21,635 görüntüleme • 5 ay önce

🎙️ WTM Ep 14 with Ryan S. Gladwin is now LIVE! Blockchain Beef: Which is the Real Pepe Meme Coin? 00:00 Intro w/ Fanzo 02:05 Why are there two Pepe meme coins? 09:40 Is there still beef? 11:20 What makes a "real" meme coin? 14:15 How can Pepecoin win? 16:48 Why does a meme coin need AI? 20:07 Cult community
26:13

🎙️ WTM Ep 14 with Ryan S. Gladwin is now LIVE! Blockchain Beef: Which is the Real Pepe Meme Coin? 00:00 Intro w/ Fanzo 02:05 Why are there two Pepe meme coins? 09:40 Is there still beef? 11:20 What makes a "real" meme coin? 14:15 How can Pepecoin win? 16:48 Why does a meme coin need AI? 20:07 Cult community

Decrypt

11,406 görüntüleme • 1 yıl önce

🤖 Bots with Wallets: What Could Possibly Go Right? In this episode of CDPod, yuga.eth 🛡 and erik.eth 🛡 are joined by EtherMage, co-founder of Virtuals Protocol. They break down the emergence of wallet-enabled AI agents, why crypto is the missing piece for real autonomy, and how tokenization creates new ways for people to benefit from agent-driven economies. Timestamps: 00:00 - Intro 01:26 - Introducing Jansen Tang from Virtuals Protocol 03:27 - From gaming DAO to Roblox autonomous NPCs 04:01 - Expanding into entertainment and TikTok agents 06:39 - Giving agents agency, goals, and memory 11:01 - Launching Luna as tokenized TikTok influencer 13:54 - Luna’s market cap rise, inspiring other agents 16:00 - Different schools of thought in AI 20:08 - How agents interact with each other 24:00 - Problems faced: information loss 25:05 - How blockchain solves information loss 29:40 - Agent economy stack and ACP’s role 30:39 - x402 enabling agent payments and wallets 32:33 - Combining tools, agents, and x402 32:59 - What agents do on ACP today 35:55 - Information agents like AIXBT 36:41 - Personal finance agents 38:08 - Current adoption 40:07 - Making agents richer 42:09 - Robotics gaps: data and real‑world testing 44:11 - Closing, ending questions
48:59

🤖 Bots with Wallets: What Could Possibly Go Right? In this episode of CDPod, yuga.eth 🛡 and erik.eth 🛡 are joined by EtherMage, co-founder of Virtuals Protocol. They break down the emergence of wallet-enabled AI agents, why crypto is the missing piece for real autonomy, and how tokenization creates new ways for people to benefit from agent-driven economies. Timestamps: 00:00 - Intro 01:26 - Introducing Jansen Tang from Virtuals Protocol 03:27 - From gaming DAO to Roblox autonomous NPCs 04:01 - Expanding into entertainment and TikTok agents 06:39 - Giving agents agency, goals, and memory 11:01 - Launching Luna as tokenized TikTok influencer 13:54 - Luna’s market cap rise, inspiring other agents 16:00 - Different schools of thought in AI 20:08 - How agents interact with each other 24:00 - Problems faced: information loss 25:05 - How blockchain solves information loss 29:40 - Agent economy stack and ACP’s role 30:39 - x402 enabling agent payments and wallets 32:33 - Combining tools, agents, and x402 32:59 - What agents do on ACP today 35:55 - Information agents like AIXBT 36:41 - Personal finance agents 38:08 - Current adoption 40:07 - Making agents richer 42:09 - Robotics gaps: data and real‑world testing 44:11 - Closing, ending questions

Coinbase Developer Platform🛡️

66,581 görüntüleme • 10 ay önce

Datadog CISO Emilio Escobar on Securing Agents at Scale In this conversation, Emilio Escobar joins a16z's Joel de la Garza at Black Hat to cover what happens when you hand coding agents to 4,000 engineers, why the permissioning that worked for a decade broke the moment agents could write their own SQL, and why Emilio isn't panicking: 00:00 Intro 00:55 Securing agents 03:11 AI flattens the org chart 05:20 Role-based MCP servers & sandboxing agent credentials 07:34 Understanding agents' intent 10:27 How to avoid reward hacking 12:07 How the CISO's role is changing 14:05 "Security engineers will become real engineers" 18:12 Why Emilio isn't panicking Emilio Escobar Datadog, Inc.
22:12

Datadog CISO Emilio Escobar on Securing Agents at Scale In this conversation, Emilio Escobar joins a16z's Joel de la Garza at Black Hat to cover what happens when you hand coding agents to 4,000 engineers, why the permissioning that worked for a decade broke the moment agents could write their own SQL, and why Emilio isn't panicking: 00:00 Intro 00:55 Securing agents 03:11 AI flattens the org chart 05:20 Role-based MCP servers & sandboxing agent credentials 07:34 Understanding agents' intent 10:27 How to avoid reward hacking 12:07 How the CISO's role is changing 14:05 "Security engineers will become real engineers" 18:12 Why Emilio isn't panicking Emilio Escobar Datadog, Inc.

a16z

47,472 görüntüleme • 1 ay önce

Is blockchain having its Fannie Mae moment? On the latest Public Keys from the NYSE 🏛: Figure's “Rule of 150” and tokenized lending with Michael Tannenbaum, The Bitcoin treasury shakeout with TDCowen’s Lance Vitanza – and who survives, and Coinbase 🛡️’s bet on AI agents that can pay with Sid Coelho-Prabhu | sidcoin.eth 🛡️. Watch the full episode with Jenn Sanasie: Chapters/Timecodes: 00:00 Welcome to Public Keys 00:20 Figure's Record Quarter and the "Rule of 150" 00:50 Figure CEO Michael Tannenbaum Joins 04:05 Figure as the "Fannie Mae of Blockchain" 06:44 Cutting Diligence Costs and Fighting Loan Fraud 08:10 Unlocking $35 Trillion in US Home Equity 09:57 Responding to the Morpheus Research Report 12:16 The Digital Asset Treasury Shakeout of 2026 12:55 TD Cowen's Lance Vitanza Joins 15:00 Why Strategy Is Built for a Bitcoin Bear Market 17:02 Strive, Smarter Web and Nakamoto in the Win Column 20:00 Treasury Companies vs. Spot Bitcoin ETFs 23:19 Coinbase Bets on Payments from AI Agents 23:41 Coinbase Business Head Sid Coelho-Prabhu Joins 24:45 How AI Agents Are Already Spending Money 27:03 Why Stablecoins Are Winning Agentic Payments 30:25 Inside the x402 Payment Protocol 32:06 What Still Needs Solving in Agentic Payments
33:47

Is blockchain having its Fannie Mae moment? On the latest Public Keys from the NYSE 🏛: Figure's “Rule of 150” and tokenized lending with Michael Tannenbaum, The Bitcoin treasury shakeout with TDCowen’s Lance Vitanza – and who survives, and Coinbase 🛡️’s bet on AI agents that can pay with Sid Coelho-Prabhu | sidcoin.eth 🛡️. Watch the full episode with Jenn Sanasie: Chapters/Timecodes: 00:00 Welcome to Public Keys 00:20 Figure's Record Quarter and the "Rule of 150" 00:50 Figure CEO Michael Tannenbaum Joins 04:05 Figure as the "Fannie Mae of Blockchain" 06:44 Cutting Diligence Costs and Fighting Loan Fraud 08:10 Unlocking $35 Trillion in US Home Equity 09:57 Responding to the Morpheus Research Report 12:16 The Digital Asset Treasury Shakeout of 2026 12:55 TD Cowen's Lance Vitanza Joins 15:00 Why Strategy Is Built for a Bitcoin Bear Market 17:02 Strive, Smarter Web and Nakamoto in the Win Column 20:00 Treasury Companies vs. Spot Bitcoin ETFs 23:19 Coinbase Bets on Payments from AI Agents 23:41 Coinbase Business Head Sid Coelho-Prabhu Joins 24:45 How AI Agents Are Already Spending Money 27:03 Why Stablecoins Are Winning Agentic Payments 30:25 Inside the x402 Payment Protocol 32:06 What Still Needs Solving in Agentic Payments

CoinDesk

66,060 görüntüleme • 1 ay önce