Tag Archives: Instinct

Stripe Link Balance

Posted on by
Reply

This week Stripe launched Link balance for AI agents, starting with Instinct (Announced on X by Stripe). Stripe balance is the “agent control dashboard” where Consumers add money, set a per purchase limit, and their agent can buy without asking for approval every time. Read it. On the surface it is a wallet feature. Underneath it is Stripe building a consumer business, because right now Stripe is the only company that can make agentic payments work.

I think this is brilliant, but Issuing banks, merchants, MSPs and other agentic Platforms should take note of Stripe’s very big expansion into consumer direct interaction

What Stripe Launched

The stack has four parts

You need to be logged in to view the rest of the content. Please . Not a Member? Join Us

Instinct: Hottest Agentic Assistant – Payments Advantage?

Posted on by
Reply

Short Blog.

Every few months something breaks out of the demo phase and starts showing up in my feed from people whose judgment I trust. This month it is Instinct, a personal assistant out of San Francisco that the WSJ covered on Friday (“The Latest Viral AI Assistant Rocketing Across Silicon Valley,”). It is worth a look, not because it solves agentic commerce (it does not), but because it is the clearest example yet of where agentic actually gets traction first, and it is not where the payments industry has been looking.

The advantages of edge Use Cases and SMS…. the biggest breakthrough is happening in categories where there is no cart at all.

Continue reading →