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๐จ ๐๐จ๐ฆ๐ง ๐๐ก: @Mastercard has signed a broad strategic partnership with @OpenAI.
Agentic commerce just got another major infrastructure push.
The partnership includes Mastercardโs Agent Pay, but CEO @MiebachMichael says it goes much further, covering payments, services growth, and AI transformation.
Mastercard is building around four requirements for agentic commerce:
โ Trust in the payment
โ Trust in the AI agent
โ Trust in the ecosystem
โ Merchant reach
And it now has products targeting each layer:
๐ Agent Pay โ tokenized payments for AI agents
๐ Verifiable Intent โ captures what the buyer actually authorized
๐ Agentic Trust Intelligence โ helps banks and merchants assess AI-initiated transactions
๐ Agent Connect โ helps merchants become discoverable to AI agents
Shopify is already among the first major deployments, with Shop Pay using Agent Pay and network tokens.
And Mastercard is making one important bet:
๐ง๐ผ๐ธ๐ฒ๐ป๐, ๐ป๐ผ๐ ๐ผ๐ป๐ฒ-๐๐ถ๐บ๐ฒ ๐๐ถ๐ฟ๐๐๐ฎ๐น ๐ฐ๐ฎ๐ฟ๐ฑ ๐ป๐๐บ๐ฏ๐ฒ๐ฟ๐.
Miebach says agentic commerce is still in its โearly days,โ but added that agentic transactions are already โramping up at impressive weekly growth rates.โ
Holiday shopping could be the first big test.
The battle to become the payment infrastructure for AI agents is getting VERY real.
Visa, Mastercard, Stripe, PayPal and others are all moving fast.
Who do you think is best positioned to win the agentic payments race?
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Stripe is building visa's replacement and still paying visa while it does it.
@alfongj's read on Link balance:
> 350M+ people pay with @link
> 5M+ businesses run on @stripe
> the balance sits in USDC on @tempo
If @stripe already holds both ends, how long does it keep paying for the road in between?






