Commerce
What the Agentic Economy Inherited From Crypto — And What It Left Behind
Animoca Brands chairman Yat Siu says the thesis was never 'machines all along.' It was humans who taught the infrastructure what it was actually for.
◆ Tessa Vaughn
Beat
Commerce
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Commerce
Meta’s Per-Token Pricing Shifts the Frontier From Human Headcount to AI Output
As Meta shifts to a $2/million token model, the enterprise software industry is fracturing into three competing economic frameworks. The era of charging for human headcount is rapidly giving way to the era of charging for AI output.
◆ Tessa Vaughn
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Commerce
Shopify’s 13x AI-Referral Surge Hides the Real Agentic Commerce Story
The platform's Q1 2026 data is the strongest evidence yet that AI is reshaping discovery—but the gap between referral influence and agent-executed transactions is where the structural question lives.
◆ Tessa Vaughn
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Commerce
Visa’s $4T Bet: The Largest Payment Network Declares Agentic Commerce a Growth Driver
CEO McInerney positions AI-driven payments as comparable to e-commerce and mobile commerce adoption curves during Q3 earnings call, with $3-5T in addressable volume at stake.
◆ Tessa Vaughn
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Commerce
Beyond the Chatbot: Governance as the Agentic Bottleneck
Thredd CEO Jim McCarthy's verifiable intent framework attempts to solve the liability crisis in autonomous payments.
◆ Tessa Vaughn
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Commerce
Three Architectures, One Bet: The Settlement Layer Race That Will Define Agent Commerce
Payment networks stopped competing on settlement and started cooperating. The real fight has moved up the stack – and down to trust.
◆ Tessa Vaughn
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Commerce
Visa + Lianlian LoopXPay: First Live B2B Agentic Transaction Hits Greater China
While consumer AI commerce remains stalled by trust deficits, the B2B sector is quietly moving from protocol signaling to actual, automated procurement.
◆ Tessa Vaughn
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Commerce
The Machine as Buyer: Virtuals ACP and the Evaluator Problem
As peaqOS machines begin hiring AI agents, the industry must decide if Virtuals' commerce protocol is a structural breakthrough or just another exercise in signaling.
◆ Tessa Vaughn
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Commerce
89% of Merchants Prepare for Agentic Commerce. Only 3% See Agent Transactions.
Checkout.com data shows 89% of merchants are preparing for agentic commerce but only 3% of transactions involve AI agents. The missing infrastructure is not payment rails – it is the spending caps, instant revocation, and verification layers that consumers require before they will trust an algorithm to spend.
◆ Tessa Vaughn
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Commerce
The Next Agentic Commerce Fight Is Over Who Controls a Bot’s Permission to Pay
Five layers now define the agentic commerce stack – identity, mandate, payment, merchant acceptance, dispute – and the fight is shifting from 'can bots shop' to 'who proves the bot was allowed to buy.'
◆ Tessa Vaughn
