Stripe says users are already making real purchases through its Muse agent
jeff_weinstein · x · 2026-09-09
Stripe's Jeff Weinstein shared that internal data shows a growing number of users are already making real purchases via Muse and @link, and the team is soliciting feedback.
An early signal that agentic commerce is moving from demos to real transactions — Muse is Stripe's product for AI-agent shopping.
Related event: Stripe Says Users Are Already Buying via Muse AI Agent(2 posts)→
More from Venture
- Anthropic's top 2 customers fell from 54% of revenue in 2023 to about 21% by 2026 — BenBajarin · 2026-10-26
- Nearly half of Claude revenue now flows through cloud marketplace commitments, up from 11% — BenBajarin · 2026-10-26
- Ferryman cross-posts to 15+ social platforms from one post, priced $30-$100/mo — KevinNaughtonJr · 2026-10-26
- Anthropic is FCF positive even after SBC, countering bearish macro narratives — GavinSBaker · 2026-10-26
- Anthropic ARR goes vertical after price cuts: tokens up 4x, $100B+ ARR back in play — GavinSBaker · 2026-10-26
- Alex Banks argues power caps GPU supply, real risk is demand cooling first — thealexbanks · 2026-10-26