agentic commerce

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Oct 30, 2025 by Emily Glassberg Sands · across every show →

Everything said about agentic commerce, oldest first

Oct 30, 2025 bullish
Insight
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…”
Emily Glassberg Sands Oct 30, 2025 ▶ 39:25 The Agents Economy Backbone - with Emily Glassberg Sands, Head of Data & AI at Stripe
Mar 20, 2026 bullish
Prediction Not checkable as stated
Singleton predicts one or two dominant agentic commerce protocols will emerge
“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.”
David Singleton Mar 20, 2026 ▶ 29:22 Dreamer: the Agent OS for Everyone — David Singleton
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