Lens
Agents at Home
The search box is evolving into an autonomous agent that books your plumber. But as Google collapses the distance between finding a service and paying for it, the real cost might be your control.
◆ Mila Cohen
Agents at Home
The purchase funnel has been compressed into a single conversation, but for the people using these devices, the question of who is actually in control has never been more complicated.
◆ Mila Cohen
Agents at Home
The edge AI chip maker filed for a Nasdaq IPO with 100 million processors already deployed. Now the public markets have to decide if specialized silicon can survive the agent era.
◆ Mila Cohen
Agents at Home
Tony Fadell thinks a 'Federation of Devices' is the key to AI, but the reality of 2026 suggests hardware isn't enough to fix our trust issues.
◆ Mila Cohen
Agents at Home
The two biggest consumer AI platforms are fused at the model layer, creating a 175-million-user footprint in the US alone. Here's what changes — and who gets left out.
◆ Mila Cohen
Agents at Home
The trust deficit is uniform across every major platform, and it's not about features — it's about whether consumers have ever said yes to proactive agents in their homes.
◆ Mila Cohen
Commerce
Shared Payment Tokens let consumers scope and revoke agent spending authority. The mechanics are sound. The adoption data is absent.
◆ Tessa Vaughn
Commerce
The protocol reports 75 million transactions in 30 days and $24 million in volume, but wash trading accounts for roughly half the activity. Real daily volume sits near $28,000 — yet Stripe, Coinbase, AWS, and Mastercard are all investing as if Category 3 commerce is already here.
◆ Tessa Vaughn
Commerce
Universal Commerce Protocol, co-developed with Shopify, preserves the merchant-of-record model and runs through Google Merchant Center. 60+ partners joined the Tech Council. But the 14% consumer trust ceiling applies to this rail too.
◆ Tessa Vaughn
Commerce
Visa, Mastercard, x402, MPP, Google UCP, AWS AgentCore — three competing architectures now in production for agent payments. The structural question: they are fighting over plumbing, not commerce.
◆ Tessa Vaughn
