Emily Glassberg Sands discusses the labor efficiency and cost profiles of leading AI companies on Stripe.
Prediction Not checkable as stated
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…”
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…”
Insight
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, …”
Prediction Not checkable as stated
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…”
Disclosure
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…”
Assertion Not checkable as stated
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 …”