How Stripe Is Building for an Agent-native World

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Emily Glassberg Sands leads data and AI at Stripe, which processes roughly 2% of global GDP, giving her a bird’s-eye view into how AI is upending the internet economy. Dan Shipper talked with Glassberg Sands for Every's AI & I about what the data on Stripe's network actually shows: AI companies are scaling three times faster than the top SaaS cohort of 2018, fraud has moved from the checkout to the full funnel, and agents have started buying things, although mostly low-stakes commodities like Halloween costumes. The conversation covers the new fraud types unique to AI companies, the AI-on-AI arms race between bad actors and fraud detectors, where AI revenue growth is actually coming from,…