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agentic commerce

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jul 24, 2026 by Dave Morin · across every show →

Everything said about agentic commerce, oldest first

Jul 24, 2026 bullish
Prediction Not checkable as stated
Dave Morin: Agentic commerce does not exist yet but will be enormous
“Like agents are not spending money in any meaningful way on the internet yet. Other than for tokens to be clear, but for things other than tokens, we like agentic commerce does not exist yet. And so there is a something coming when that, Whatever that takes fo…”
Dave Morin Jul 24, 2026 ▶ 48:03 Stripe Is Trying To Buy PayPal For $150b | OpenAI Cyber Incident, Frontier Model Economics, Peptides · More or Less Podcast
Aug 21, 2026 bullish
Prediction Not checkable as stated
Agentic commerce will drive Stripe to make infrastructure acquisitions
“Like agentic commerce is going to be a really huge deal the next few years. So I would expect them to like make more moves in the agentic direction, especially in infrastructure.”
Brit Morin Aug 21, 2026 ▶ 10:54 OpenAI Can’t Hold a Lead, Stripe Buys OpenRouter & AI Hits a Wall · More or Less Podcast
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