Meta's agentic economics run on Stripe's 300bps linked card, analysis claims
davidyin44 · x · 2026-10-21
An M2020 recap argues Stripe is core to Meta's economics for Muse (agentic payments): the 300bps linked card yields Meta 100bps of revenue, and card networks are underwriting the economics of agentic commerce beyond Stripe merchants and Link wallets. Big retailers are expected to block the card/wallet over pricing, and merchant-friendly customer auth (e.g. LoginID) is positioned as the fix, with an MRC presentation teased.