Agentic Commerce

“And I believe the stats we last saw on this are that about like 76% of the agentic The commerce transactions we're seeing are under 30 cents.”

“Like agentic commerce is going to be a really huge deal the next few years. So I would expect them to like make more moves in the agentic direction, especially in infrastructure.”

“I'm very bullish on, you know, all these services standing up You know, sort of not necessarily anonymous, but just ephemeral or one time consumption. And I think that will really unlock agent at commerce too, because then you won't have to say, well, I need t…”

“And that is why agentic commerce is going to be great, but not all encompassing because I had no intention of buying a spiny California lobster that morning.”

“Like agents are not spending money in any meaningful way on the internet yet. Other than for tokens to be clear, but for things other than tokens, we like agentic commerce does not exist yet. And so there is a something coming when that, Whatever that takes fo…”

“You need physical verification built into the system for agentic commerce.”

“You know, on Dreamer, we hope that folks will build tools that can make use of all of these things, but I'm sure that at a certain .1 or two will emerge as the winners, and then we'll be able to build, like, really deep support in it.”

“But as with the early internet, the future success of agentic commerce is contingent on universal interoperability. Our ascent through those five levels we discussed depends on our ability to all work together.”

“Their advertising business has grown tremendously, but like, they're especially, I think, like, agentic commerce presents a threat, whatever it's gonna look like. Maybe they'll, Rufus, actually, I've been using a lot more, I do find pretty good, but like, I th…”

“So historically, most of our investments have been A to C. But we've done a few seed investments recently in rapidly emerging spaces, right? If I take agentic commerce, there's not a lot of series B or C stage companies there. So we've done a couple of seed in…”

“So you have general AI agents. It's very early days, but they will become economic actors. They will buy things. They will sell things. They will you know, conceptually push the button to move money.”

“The biggest cost to very high-income people consuming is not the dollar cost, it's the time cost of consumption, and so I'm very interested in how agentic commerce can Open the aperture for spending by high-income people because it's removing the most costly o…”

“And so I think there's going to be new primitives like that in the world of agentic commerce, where the agent jumps alongside you in your navigation journey.”