Generative AI is already reshaping how consumers discover and evaluate products. As AI agents increasingly act on users’ behalf, agentic commerce will move from concept to capability. Seamless payment execution will be critical—and leveraging third-party platforms like #Stripe allows organizations to automate transactions while offloading much of the operational, security, and compliance complexity. The result: faster paths from intent to purchase, at scale.

The new era of 𝗲-𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗲 is redefined by AI The way we buy things is undergoing a massive structural shift. From searching a product on Google, clicking "𝗕𝘂𝘆" on a website, to the 𝗖𝗵𝗮𝘁𝗚𝗣𝗧 conversations turning into conversions directly. You search inside ChatGPT, Copilot, or Gemini and buy or sell in the same window. Along with this, cross-border commerce will also become more prevalent as an everyday commerce. This is where the conversation moves beyond UI and into economic infrastructure. When sellers in emerging markets sell globally, the biggest friction isn’t demand only; it’s getting paid. Payments now need.  • Approval cycles stretched for days. ⏳  • Settlements took a week or more.  • Cash flow planning became guesswork, especially when selling across borders. I love what Stripe is building with the Economic Infrastructure for AI. But as the front-end becomes "Agentic," the back-end plumbing has to change as well. And this is exactly where modern rails like stablecoins, programmable money, APIs, and neobank infrastructure can help improve this payment layer where legacy systems struggle. It can improve • Instant settlement across borders ✅ • Lower FX and intermediary costs ✅ • 24/7 money movement ✅ • Native compatibility with API-driven systems ✅ Curious to know everyone's thoughts on this? #AICommerce #Fintech #Payments #Stablecoins #CrossBorder #eCommeerce

Hard to keep up with how fast things ship at Stripe 😮💨 Stripe just launched a new shopping experience within Microsoft Copilot called Copilot Checkout. This enables users in the US to make purchases from Etsy sellers and retailers such as Urban Outfitters and Anthropologie, all while remaining within the chat interface. Stripe is rapidly developing the economic infrastructure for AI as well as helping retailers to unlock new buying experiences. Very excited for Agentic Commerce to be released in the UK and see more agents and retailers come online using Stripe's Agentic Commerce Protocol. 🤖

Interesting and very in line with my own thinking. AI agents and code generation threaten to commoditize software itself, putting traditional per-seat SaaS economics at risk. The key question is whether customers will continue paying for software beyond raw code—integration, reliability, support, and ecosystem. Microsoft’s outcome depends on how deeply it can embed AI into its stack and preserve differentiated value rather than competing on models alone. https://lnkd.in/evrVQ5DU

The AI product wars are heating up. Google is integrating Gemini directly into Gmail to summarize email threads, while Microsoft rolls out Copilot Checkout to streamline online shopping. The goal? Ecosystem lock-in. These moves aren't just about features; they're about strategy. Full Audio at https://lnkd.in/gxgyUg9A #AI #Google #Microsoft #Gemini #Copilot #Ecosystem

Google’s stock just hit a new high after Apple reportedly picked Google’s Gemini for its AI needs. Sounds huge, right? But here’s the catch—Gemini’s multi-modal architecture is still fresh, and we don’t have a clear picture of how deeply Apple’s integrating it or what that means for real-world AI performance yet. Technically, Gemini’s blend of language and vision models is designed to push boundaries, mixing text, images, and even code generation. This could open doors for developers craving robust, versatile AI tools, but there’s a question mark on scalability and customization for enterprise deployments. For now, it’s a bold bet on Google’s next-gen AI stack, not a guaranteed game-changer. From a business angle, this could shift AI cloud partnerships and raise the bar for competitors like Microsoft and Anthropic. Still, I’m curious if Apple’s move signals a long-term strategic play or just testing the waters. Anyone else wondering if this hype matches the tech reality? 🔗 https://lnkd.in/d3BK4Xry #GoogleAI #Gemini #AppleAI #EnterpriseAI #AICloudPartnerships

Previous investors haven't seen cash returns yet only paper valuations. The scale of capital deployment here is unprecedented: $60B on top of Microsoft's $13B, SoftBank's $41B, all while OpenAI burns $17B+ annually with profitability not expected until 2029. AI is transformative and here to stay, but these valuations assume winner-take-all dynamics in a market that's increasingly competitive. The next 12-18 months will be telling either we'll see the monetization models prove out, or we'll witness one of tech's largest capital resets. https://lnkd.in/gDqucPBu

AI’s potential one-two punch was conveniently unveiled late on a Friday. NVidia’s huge investment supporting openAI may not be happening. https://lnkd.in/giAmbnPT After a year and a half. Microsoft has only added 3% of its 365 users to the co-pilot subscription. https://lnkd.in/gGdky3ab