Visa

8 statements across 2 episodes · 6 bullish · 0 bearish · 2 people on the record · first statement Nov 20, 2025 by Rubail Birwadker · said 31 times in 3 episodes since 2024 · across every show →

Mentions by year

brought up most by Alex Kantrowitz (25), Sebastian Siemiatkowski (2), Rubail Birwadker (2), Matthew Prince (2)

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Everything said about Visa, oldest first

Nov 20, 2025 bullish
Assertion Not checkable as stated
Birwadker: Agentic bot traffic to merchants quadrupled after initial 1,200% surge
“Like four or five months ago, we had seen an increase of roughly about 1200% in, in agentic traffic to merchant websites. That number in itself has forexed in the last five months.”
Rubail Birwadker Nov 20, 2025 ▶ 30:05 How Generative AI Could Change Shopping Forever — With Rubail Birwadker
Nov 20, 2025 positive
Prediction Not checkable as stated
Birwadker: Agentic AI will become a complementary commerce channel, not replace existing ones
“And we think with the Gentic, you're just going to see another channel that's going to be very helpful in certain types of commerce, in certain segments of commerce which doesn't mean that, you know, the existing channels are going to go away. I just think the…”
Rubail Birwadker Nov 20, 2025 ▶ 3:57 How Generative AI Could Change Shopping Forever — With Rubail Birwadker
Nov 20, 2025 bullish
Prediction Not checkable as stated
Birwadker: Relevant agentic transaction data will emerge in about six months
“I I'd say in about six months or so, we'll start to see like some early statistically relevant enough data sets. Where we can start to like draw conclusions. That's like my best guess, but you know, it all remains to be seen how quickly some of these things ge…”
Rubail Birwadker Nov 20, 2025 ▶ 23:10 How Generative AI Could Change Shopping Forever — With Rubail Birwadker
Nov 20, 2025 positive
Disclosure
Visa partners with Cloudflare to detect bot intent to buy at the CDN level
“So we've done a bit of work with a number of our partners, including, you know, partners like Cloudflare that do a really, really good job at the CDN level. To analyze bots and bot traffic and what to make available in a merchant environment, like, you know, p…”
Rubail Birwadker Nov 20, 2025 ▶ 26:32 How Generative AI Could Change Shopping Forever — With Rubail Birwadker
Nov 20, 2025
Disclosure
Visa APIs verify natural language intent before authorizing AI agent transactions
“We've introduced incremental data payloads on things what we call in our APIs called payment instructions and signals, where we actually try to match the consumer natural language intent to the thing the agent is going to buy before we actually release the cre…”
Rubail Birwadker Nov 20, 2025 ▶ 20:22 How Generative AI Could Change Shopping Forever — With Rubail Birwadker
Nov 20, 2025 positive
Assertion Supported
Birwadker: Visa introduced data tokens to improve platform discovery signals
“We've introduced things like data tokens help consumers with better signals that they have associated with their credentials that, you know, platforms can use to provide a better discovery process.”
Rubail Birwadker Nov 20, 2025 ▶ 13:33 How Generative AI Could Change Shopping Forever — With Rubail Birwadker
Sep 2, 2026 positive
Disclosure
Prince: Cloudflare is collaborating with Shopify and payment giants on AI commerce
“I'm spending a lot of time with, you know, Shopify you know, PayPal, Visa, MasterCard, American Express you know, Intuit, the companies that actually deal with these small businesses and saying, how can we bring together the tools in order to make sure that th…”
Matthew Prince Sep 2, 2026 ▶ 47:40 Cloudflare CEO: We're Ready To Block Millions of Websites From AI — With Matthew Prince
Sep 2, 2026 neutral
Assertion Supported
Prince: Cloudflare Handles 500M Transactions Per Second vs Visa's 20,000
“Visa, largest payments network in the world, handles at peak during the holidays, somewhere around 20,000 financial transactions per second. Cloudflare handles about half a billion internet transactions per second.”
Matthew Prince Sep 2, 2026 ▶ 25:09 Cloudflare CEO: We're Ready To Block Millions of Websites From AI — With Matthew Prince
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