{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"AI & I","title":"How Stripe Is Building for an Agent-native World","html":"","width":"100%","height":180,"duration":3234,"description":"Emily Glassberg Sands leads data and AI at Stripe, which processes roughly 2% of global GDP, giving her a bird’s-eye view into how AI is upending the internet economy. \nDan Shipper talked with Glassberg Sands for Every's AI & I about what the data on Stripe's network actually shows: AI companies are scaling three times faster than the top SaaS cohort of 2018, fraud has moved from the checkout to the full funnel, and agents have started buying things, although mostly low-stakes commodities like Halloween costumes. \nThe conversation covers the new fraud types unique to AI companies, the AI-on-AI arms race between bad actors and fraud detectors, where AI revenue growth is actually coming from, and how Stripe is rebuilding the payments infrastructure for a world where the buyer is an agent.\nIf you found this episode interesting, please like, subscribe, comment, and share!\nTo hear more from Dan Shipper:\nSubscribe to Every: https://every.to/subscribe\nFollow him on X: https://twitter.com/danshipper\nHead to http://granola.ai/every and get 3 months free with the code EVERY\nTimestamps\n00:00:45 Introduction\n00:01:27 New rules for an agent-driven economy\n00:03:57 Compute theft is the new payment fraud\n00:10:00 How Stripe expanded fraud detection from checkout to the full customer lifecycle\n00:19:48 Why AI companies are scaling way faster than top SaaS companies\n00:23:27 Outcome-based billing is replacing seat-based pricing\n00:29:57 Where AI spending is coming from\n00:36:45 How the developer experience changes when agents are the builders\n00:41:00 The agentic commerce spectrum, from assisted buying to autonomous purchasing\n00:51:06 Meet Link, a consumer wallet for delegated agent purchases\nLinks to resources mentioned in the episode:\nEmily Glassberg Sands on X: https://x.com/emilygsands\nStripe: https://stripe.com\nStripe Radar: https://stripe.com/radar\nStripe Link: https://link.com\nLovable: https://lovable.dev","thumbnail_url":"https://img.transistorcdn.com/tpm1hNSy8JXTtPDypo5McPF0S6eDqruRTGYywu9SVrc/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8yNDM2/YzU4NDNmYTQxNTJh/MTEzYjE4YmJmYTg5/ODY1NS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}