DITCH ADS

“For this new type of goods and services, stablecoins are quite good. So the the average thing bought by agent cash is between 1 and 2¢. Spend about 600,000 things bought, goods and services bought in this way. Once 2¢, credit cards have a fixed transaction fee of 30¢. Really hard to say what ACH and wire is, but it's, like, closer to a dollar.”

“If you make it not just a company that signed an enterprise service agreement with real people's names and emails, but you make it an agent, you have no idea who that is. And, like, you can spin up a billion agents overnight. You can't really extend the credit to an agent. There's people working on that. I think it's the wrong solution. Instant settlement just fixes this.”

“The business model for the Internet to boil it down was distraction, was that if you as a human viewer went and were consuming content, whether that was about information or recipes or sports scores or or something else in the course of your business, you would get distracted. And then maybe you'd go buy those shoes later, or maybe you would you would learn about this new b to b SaaS software.”

“That's like what the engineer brain says. Right? It says, like, oh my god. These two things that I had to have a human being type a bunch of stuff or at least speak it, now that part can be automated. That's incredible. So now we run into all the problems. Right? We need to run into what else you need to do to solve this.”

“When I think about, you know, what does a headless merchant look like? It's really something that is more service towards the AI rather than to the actual humans themselves. And so rather than having a physical or or a digital storefront that you go and website and that you navigate, It's really just simply an API endpoint and really good documentation that your model can perceive and interpret and then ultimately use.”

“I don't wanna talk to the sales team. I don't wanna do an email. I don't care. Like, I'm not because having to set aside time to talk to the enterprise sales team is a huge commitment and a huge slowdown, and I don't even know if this thing works yet. Okay. I just wanna get it working. K. I just wanna try it out now.”

“If your agents are doing the shopping, right, you download a skill and now you're credit card optimizing, and now you get to see exactly your ROI across the credit cards. You have zero loyalty. And so the whole concept of psychological trickery is gone as well. Their lock in is gone.”