Emily Glassberg Sands
Head of Information, Stripe. On 3 shows, 5 appearances. The Shows tab opens the full record on each.
executivescientistoperator@emilygsands ↗LinkedIn ↗stripe.com ↗
Emily Glassberg Sands leads Stripe's data science, machine learning, and AI initiatives, focusing on fraud detection and agentic commerce. Holding a Ph.D. in economics from Harvard University, she previously served as Vice President of Data Science at Coursera.
3shows
5appearances
110statements
26resolved
19supported
0contradicted
73%fully supported
Everything Emily Glassberg Sands said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Sands: Top 100 AI startups on Stripe have unprecedented revenue per employee
“When you look at most of the top hundred AI companies on Stripe, their revenue per employee is Unlike any other business, including public companies who are known for being incredibly efficient companies.”
Sands: AI agents and stablecoins will make microtransactions viable
“I think when we enter a world where like the human is not doing any work to execute the transaction, you're not typing in any credentials, you're not navigating to any web pages, the agent's doing it for you then microtransactions become viable, and you pair t…”
Deployment, not coding, is the new bottleneck for AI app development
“But now that like the app can be built in coded in 20 minutes, like Okay, the long pole is deploying the thing. And so, anyway, vibe coding was easy. Vibe deployment has become like more of the binding constraint.”
Sands: AI agents will drive adoption of real-time metering and billing
“I think in the world of agents, what we're gonna see more and more of is real-time metering, like, what have you consumed And real-time billing”
Sands: AI agents will operate as multifaceted economic actors within 12 months
“I think the most interesting thing in the next 12 months is, I mean, I think we'll move up and I don't know if it's going to be to four or to five, But I think the more interesting thing is actually that, like, we talked about agents as economic actors, mostly…”
Sands: AI Agents Will Make Fraud Decisions Within Six Months
“Now you can think about, okay, actually foundation model, text alignment, like human readable description of like why we're worried about this charge. And then today, a human tomorrow, an agent sitting on top of that and decisioning, like reasoning over The mo…”
Sands: Agentic commerce will expand total consumption by removing time constraints
“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…”
Sands: Enterprises should measure AI adoption on 2-3 year ROI
“When I think about the optimal adoption of these AI tools, it seems wrong to focus on in-year ROI, and it seems right to focus on two-year, three-year ROI. Now, inherently hard to know what two or three years is gonna look like, but if we look at the history, …”
Sands: Static dashboards will be obsolete within nine months as agents take over
“I think the value of near real time, high quality, well documented data is about to skyrocket because I'm pretty sure that nine months from now, no one is going to want to go and like look at a even like static dashboard and click around. They're going to want…”
Sands: Stripe passed on Tecton, co-building Cronon with Airbnb for latency
“We evaluated Tekton. This was a couple of years ago now. At the time, we couldn't wrap our heads around using it on the charge path, just from like a latency and reliability perspective. Like we've got to be operating at six nines. We got to be like, Decisioni…”
Sands: Top 100 AI startups reach ARR milestones 2-3x faster than SaaS
“One cohort that we looked at was the hundred highest grossing AI companies on Stripe. And you kind of need a reference point. And so we were like, let's compare them to the hundred highest grossing SaaS companies from five years prior. And we looked at things …”
Sands: Vertical AI wrapper companies are building healthy unit economics
“Increasingly what we're seeing from the AI companies on Stripe is they do want to have healthy Unidec. I mean, let's not talk about like the big labs that are pouring crazy money into research, but if you're talking about like the vertical kind of wrappers, wh…”
Sands: Most businesses target AI employee efficiencies for 2027 and 2028
“I don't think it's going to show up Next year. I don't think most businesses are targeting employee efficiencies next year, but I think every business is targeting employee efficiencies for 27 and for 28, which is suggesting more efficiency.”
Merchant APIs will require canonical intent endpoints for autonomous AI agents
“And so every merchant API is probably going to need one canonical kind of intent endpoint that accepts those structured desires instead of sort of this UI click world that we live in today.”
Merchants must expose machine-readable product schemas to sell through AI agents
“And so I think early adopters who want to sell through agentic channels are going to need to expose kind of an open product schema, like the SKU and the inventory and the price and the constraints and, you know, maybe even the wedge that you're willing to give…”
AI agents will shrink e-commerce latency budgets to a few hundred milliseconds
“I think latency budgets are gonna shrink to machine time. We talked about latency budgets in the context of the charge path, but, like, you know, people will wait three seconds for a spinner. I think an agent's just gonna retry somewhere else after a couple hu…”
Model Context Protocol is becoming the default standard for LLM integration
“I mean, it's pretty clear that MCP is becoming the default way that any single service Stripe or GitHub or Notion talks to an LLM.”
AI startups reach $30M ARR three times faster than fast-growing SaaS startups
“Those that already hit thirty million in annualized revenue got there in about a year and a half. For comparison, you know, many of us were around five years ago, like the fastest growing SaaS startups on Stripe took, you know, five and a half years to hit tha…”
Stockholm-based AI startup Lovable reached $50 million ARR in six months
“European breakouts lovable out of Stockholm hit fifty million ARR in six months and is now for sure the fastest growing startup in Europe.”
AI software pricing will shift to outcome-based models within five years
“I think it's where actually like the market equilibrium, like where clearing will actually happen, you know, two, three, five years from now is experimenting with new pricing models, like outcome based pricing and actually increasingly using outcome based pric…”
5 million Americans now make a living running solo companies
“And now there's, in America alone, five million people making their living running solo companies. Not like, oh, I just said I was a solopreneur. Like, literally, that is my income supporting my family. And there are hundreds of thousands that are clearing a m…”
Stripe's Shared Payment Token works across competing processors like Adyen
“Shared payment token is a new payments primitive that is wallet agnostic, and by the way, also payment processor agnostic. You can pass it over to Addian or whoever else you have. It doesn't have to be processed on Stripe.”
Sands: Basically all AI buyers and sellers use Stripe
“Basically all AI buyers and all AI sellers are on Link and on Stripe.”
One line per show, most statements first. The link opens Emily's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 MADLEDGER | Head of Information, Stripe | 2 | 58 | 65% 11/17 | full record on the MAD Podcast → |
 LATENT SPACELEDGER | Head of Information, Stripe | 1 | 35 | 89% 8/9 | full record on Latent Space → |
 NO PRIORSLEDGER | Head of Information, Stripe | 2 | 17 | — | full record on No Priors → |