Debate on agentic commerce monetization: do agents really need payments revenue?
jeff_weinstein · x · 2026-11-02
A community discussion around agentic commerce and Stripe's Link balance: John Palmer questions whether agents need to monetize via payments at all — Google, SpaceX and Meta print revenue from legacy businesses, OpenAI and Anthropic from enterprise deals, and startups like Instinct may need new monetization paths. He also notes Link balance cards are proper consumer debit cards, not prepaid, so auth rates are much better.
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