{"id":23764,"date":"2026-04-30T23:34:10","date_gmt":"2026-04-30T23:34:10","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/23764\/"},"modified":"2026-04-30T23:34:10","modified_gmt":"2026-04-30T23:34:10","slug":"agentic-opportunity-openai-and-stripe-build-for-rising-tide-of-new-entrepreneurial-firms","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/23764\/","title":{"rendered":"Agentic opportunity: OpenAI and Stripe build for rising tide of new entrepreneurial firms"},"content":{"rendered":"

In corporate parlance, any metric on a chart that shows rapid, significant growth over a short period of time is known as a \u201chockey stick.\u201d On Wednesday, Stripe Inc. Chief Executive Patrick Collison<\/a> shared a slide at his firm\u2019s annual conference that looked like a promotional poster for the National Hockey League.<\/p>\n

\"\"<\/p>\n

Stripe CEO Patrick Collison talked about the the migration of new firms to his company\u2019s payments platform.<\/p>\n

The data reported by payments platform vendor Stripe, a privately held company, reflected the sharp rise in new companies using Stripe\u2019s transaction tools and services. Since the start of this year, and particularly in recent weeks, Stripe has noticed what Collison referred to as a \u201cparabolic rise\u201d in new firm creation.<\/p>\n

\u201cSomething as far as we can tell really has changed over the last couple of months,\u201d said Collison, during his keynote speech at Stripe Sessions<\/a> in San Francisco. \u201cBecause of AI, the entire economy is replatforming.\u201d<\/p>\n

OpenAI as infrastructure provider<\/p>\n

This economic shift is being partly fueled by the ease and availability of artificial intelligence tools for coding. The meteoric adoption of solutions such as Anthropic PBC\u2019s Claude Code<\/a> and OpenAI Group PBC\u2019s Codex<\/a>, coupled with advances in large language model capabilities, have fostered startup growth at a scale that even surprised the co-founder of OpenAI.<\/p>\n

\u201cIt does feel like we\u2019re on somewhat of a takeoff,\u201d OpenAI CEO Sam Altman<\/a>\u00a0said in conversation with Collison during a conference session Wednesday. \u201cI do think the models got really good, especially for coding, but also in general late last year. There has just been this tidal wave of people coming into Codex recently. A lot happens very fast.\u201d<\/p>\n

OpenAI has been on an accelerated path toward acquiring data center infrastructure and the company has committed to purchasing<\/a> $600 billion worth of data center capacity. This sizable sum is in keeping with OpenAI\u2019s goal to become the platform on which AI gets built, a strategy that Altman reinforced in his comments at Stripe Sessions.<\/p>\n

\u201cNow we have to figure out how to build this mega, mega token factory for the world,\u201d Altman said. \u201cI would like us to be an infrastructure provider. If we can provide a utility and people can build on top of that utility\u2026 I think that would be quite powerful.\u201d<\/p>\n

OpenAI\u2019s quest for data center capacity has become a topic of conversation in recent weeks, fueled by SpaceX CEO Elon Musk\u2019s stated plans<\/a> to place data centers into orbit around the Earth. Coincidentally, Altman and his co-founder Greg Brockman<\/a> have been spending time with Musk in an Oakland courtroom<\/a> this week to defend themselves against a lawsuit from the SpaceX executive who claimed that OpenAI abandoned its founding promise to remain a non-profit.<\/p>\n

Altman expressed skepticism about Musk\u2019s space-based data center plan. \u201cGood luck with that,\u201d Altman said. \u201cI don\u2019t even think he\u2019s that serious about it.\u201d<\/p>\n

Agents move into payments<\/p>\n

While OpenAI\u2019s future role in the burgeoning AI economy is still being defined, financial service companies such as Stripe are rapidly deploying new services to support agentic commerce. The ability for AI agents to make and receive payments is poised to transform software-driven financial transactions.<\/p>\n

This week, Stripe unveiled<\/a> a new way for AI agents to process payments through Link, a digital wallet and checkout service. The company also launched enhancements to its agentic commerce platform that facilitated microtransactions and sales through a customer\u2019s product catalog.<\/p>\n

\"\"<\/p>\n

Dan Romero of Tempo and Shan Aggarwal of Coinbase spoke about the future of agentic payments during Stripe Sessions.<\/p>\n

Other major tech firms are not ignoring the fast-moving field of agentic commerce. Meta Platforms Inc. and Microsoft Corp. formed agreements<\/a> with Stripe last fall, and on Wednesday the payments company launched a collaboration<\/a> with Google LLC to enable product purchases through the Gemini app. The company also recently announced<\/a> a partnership with Meta to enable native checkout inside ads on Facebook.<\/p>\n

The role of agents in the buying and selling of goods and services represents a new chapter in the future direction of the internet as well, according to Shan Aggarwal<\/a>, chief business officer at Coinbase Global Inc.<\/p>\n

\u201cIn the future, the internet will be a programmable marketplace for agents,\u201d said Aggarwal. \u201cIntents are the new interface, you express an intent and the agent figures it out for you. You can embed the payment in the intent resolution. They will be the core drivers of the internet economy.\u201d<\/p>\n

Buyers as ruthless optimizers<\/p>\n

There was a clear sense at Stripe Sessions this week that adoption of agentic commerce solutions will dramatically reshape the notion of buyer and seller.<\/p>\n

When agents become customers, the concept of brand loyalty or bundling products to entice buyers suddenly doesn\u2019t matter anymore. Agents are looking for a specific product at the best price, regardless of how many times it has purchased from a particular supplier in the past.<\/p>\n

\u201cAgents are rational and ruthless optimizers,\u201d Aggarwal noted. \u201cIt\u2019s primarily based on what is the lowest cost, the most efficient service.\u201d<\/p>\n

E-commerce platforms are facing a profound change as well. When an AI agent comes calling online, the e-commerce seller needs to be able to authenticate the inquiry, quote a dynamic price and provide suitable payment guardrails.<\/p>\n

\u201cAgentic commerce is powering a technology that is becoming less of a moment and more of a policy,\u201d\u00a0Danny Smith<\/a>, global solutions architect lead at Stripe, said in a conference session Thursday. \u201cAgents reason, but code actually pays.\u201d<\/p>\n

There is evidence that the agentic wave is moving into the global economy at warp speed. According to Kalyani Koppisetti<\/a> of Amazon Web Services Inc., 51% of all web traffic is now automated, growing eight times faster than human clicks. Data points such as these provide yet another reminder of how rapidly AI is changing the world.<\/p>\n

\u201cTwelve months ago, this space had nothing,\u201d Koppisetti said. \u201cFor the first time in history we now have agents surpassing humans in web site traffic.\u201d<\/p>\n

Photo: Mark Albertson\/SiliconANGLE<\/p>\n

Support our mission to keep content open and free by engaging with theCUBE community. Join theCUBE\u2019s Alumni Trust Network, where technology leaders connect, share intelligence and create opportunities.<\/p>\n

15M+ viewers of theCUBE videos, powering conversations across AI, cloud, cybersecurity and more
\n11.4k+ theCUBE alumni \u2014 Connect with more than 11,400 tech and business leaders shaping the future through a unique trusted-based network.<\/p>\n

About SiliconANGLE Media<\/p>\n

SiliconANGLE Media is a recognized leader in digital media innovation, uniting breakthrough technology, strategic insights and real-time audience engagement. As the parent company of SiliconANGLE<\/a>, theCUBE Network<\/a>, theCUBE Research<\/a>, CUBE365<\/a>, theCUBE AI<\/a> and theCUBE SuperStudios \u2014 with flagship locations in Silicon Valley and the New York Stock Exchange \u2014 SiliconANGLE Media operates at the intersection of media, technology and AI.<\/p>\n

Founded by tech visionaries John Furrier and Dave Vellante, SiliconANGLE Media has built a dynamic ecosystem of industry-leading digital media brands that reach 15+ million elite tech professionals. Our new proprietary theCUBE AI Video Cloud is breaking ground in audience interaction, leveraging theCUBEai.com neural network to help technology companies make data-driven decisions and stay at the forefront of industry conversations.<\/p>\n","protected":false},"excerpt":{"rendered":"In corporate parlance, any metric on a chart that shows rapid, significant growth over a short period of…\n","protected":false},"author":2,"featured_media":23765,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[16263,1209,157,396],"class_list":{"0":"post-23764","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-openai","8":"tag-agentic-opportunity-openai-and-stripe-build-for-rising-tide-of-new-entrepreneurial-firms","9":"tag-mark-albertson","10":"tag-openai","11":"tag-siliconangle"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/23764","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=23764"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/23764\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/23765"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=23764"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=23764"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=23764"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}