Emily Sands

“We've actually seen a ton of demand from brands. So Best Buy's on it, Coaches on it, URBN's on it, Kate Spade's on it. We've seen Quince and Fanatics and JD Sports and a whole bunch more.”

“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…”

“I see very few scaling or scaled AI companies that are still exclusively subscriptions or seat-based.”

“Atlas startups from the 20, 26 cohort. And you know, it's only June, so it's early in their life cycle. But they're tracking to, like, five times the revenue of last year's class at the same number of 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…”

“And so Wix and Shopify and BigCommerce and commerce tools on the platform side have all adopted the protocol.”

“And 11 Labs is another example, like, they went through the exact same thing, literally, like, started with subscriptions, they recently moved to this sort of pay-go plan and this is just a pattern that we see playing out pretty much everywhere in the AI space…”

“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”

“New business registrations are well, so I think in general the business formation story is underappreciated. So new business registrations are up basically around the world, at least for advanced economies. They're up like, 40% in the Netherlands and 70% in Fi…”