Stripe's John Collison on How Agentic Commerce Will Reshape the Internet

2026-05-16 · 47 min · 13 entities

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→ appeared on Odd Lots podcast

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Stripe's John Collison on How Agentic Commerce Will Reshape the Internet
→ discusses Business concept

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Feed category: Business
→ discusses News concept

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→ discusses Investing concept

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→ hosted by Bloomberg company

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Feed author/publisher: Bloomberg
→ discusses Business News concept

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evidence rules-v4
Feed category: Business News

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concepts 9

mentioned Business concept

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evidence rules-v4
Feed category: Business
mentioned Investing concept

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evidence rules-v4
Feed category: Investing
mentioned News Commentary concept

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evidence rules-v4
Feed category: News Commentary
mentioned Business News concept

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evidence rules-v4
Feed category: Business News
discusses Business concept

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evidence rules-v4
Feed category: Business
discusses News concept

0.40

evidence rules-v4
Feed category: News
discusses Investing concept

0.40

evidence rules-v4
Feed category: Investing
discusses News Commentary concept

0.40

evidence rules-v4
Feed category: News Commentary
discusses Business News concept

0.40

evidence rules-v4
Feed category: Business News

companys 2

mentioned Bloomberg company

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evidence rules-v4
Feed author/publisher: Bloomberg
hosted by Bloomberg company

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evidence rules-v4
Feed author/publisher: Bloomberg

persons 1

mentioned Stripe's John Collison person

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evidence rules-v4
Stripe's John Collison on How Agentic Commerce Will Reshape the Internet

podcasts 1

appeared on Odd Lots podcast

0.63

evidence rules-v4
Stripe's John Collison on How Agentic Commerce Will Reshape the Internet

Episode description as stored

The internet is made for shopping. For years, the main inputs for e-commerce transactions involved targeted ads, algorithmic recommendations, SEO, and lots of mindless scrolling. But agentic commerce might represent a sea change for e-commerce: With the rise of AI agents doing shopping on behalf of consumers, how are retailers going to adapt? John Collison, co-founder of the financial services and payment processing company Stripe, has first-hand experience with all the ways e-commerce has changed in the last decade, and he thinks agentic commerce is going to completely transform the online shopping experience. On this episode, we speak to Collison about how AI has already changed the way consumers make purchasing decisions, why keyword search is a "ridiculous" way to find things to buy, what it means when brands will have to appeal to AI agents as opposed to human buyers, and if AI agents can truly mimic human taste. Subscribe to the Odd Lots Newsletter Join the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.