How Stripe Is Building for an Agent-native World

About this episode

Emily Glassberg Sands discusses how Stripe is adapting to an agent-native economy and the implications of AI on fraud and payment systems.

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. Dan 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. The 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. If you found this episode interesting, please like, subscribe, comment, and share! To hear more from Dan Shipper: Subscribe to Every: https://every.to/subscribe Follow him on X: https://twitter.com/danshipper Head to http://granola.ai/every and get 3 months free with the code EVERY Timestamps 00:00:45 Introduction 00:01:27 New rules for an agent-driven economy 00:03:57 Compute theft is the new…

People in this episode

Host: Dan Shipper

Guest: Emily Glassberg Sands

Topics covered

• AI in economy
• fraud detection
• agent-driven economy
• payment infrastructure
• AI company growth
• billing models

Keywords

• Stripe
• AI companies
• fraud
• payment infrastructure
• agent-driven economy
• SaaS
• billing models

Mentioned in this episode

Organizations: Stripe, Every, AI & I, granola.ai

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