The Agents Economy Backbone - with Emily Glassberg Sands, Head of Data & AI at Stripe
Oct 30, 2025 · 1:37:13
Emily Glassberg Sands, Head of Data & AI at Stripe, explains how Stripe builds economic infrastructure for AI, processing 1.4% of global GDP. Stripe's domain-specific foundation model runs inline on the charge path, detecting card-testing attacks on large users with detection rates improving from 59% to 97%. The Agentic Commerce Protocol (ACP) with OpenAI creates a shared standard for businesses to expose products to AI agents, adopted by Walmart and Sam's Club. Stripe helps AI companies combat new fraud vectors like free trial and refund abuse, and launched token billing to let wrappers price based on real-time inference costs. Internally, 85% of Stripes use LLM tools daily, with code generation and merchant understanding as key use cases. Emily argues AI companies grow 2-3x faster than SaaS, are twice as global, and that agentic commerce will expand consumption by removing time constraints for high-income consumers.
