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The Decoder· Maximilian Schreiner·· 4 小时前

Stripe 称 AI 智能体购物交易量上升,但拒绝公布具体数字

Stripe says AI agent purchases are adding up, but it won't share the numbers

AI 导读

Stripe 的支付服务 Link 正被越来越多 AI 智能体用于替用户购物,9 月交易笔数增长 38 倍、支付金额增长 20 倍,但 Stripe 未披露具体笔数和金额,且增长起点基数很小。

正文

AI agents are increasingly using Stripe's payment service Link to shop for their users, Upstarts Media reports. In September, the number of transactions grew 38-fold and payment volume grew 20-fold. Stripe hasn't disclosed how many purchases or how much money are behind those figures. According to the report, the growth started from a small base, so it says little about the actual scale. Stripe executive Dan Hill says the volume is now becoming significant, though.

About 70 agents were using the service when Stripe ran the analysis. Hill says that number has since grown to around 200, including Meta's Muse and Grok Bot. Most agents spend about $100 per transaction, according to Hill, but some users have them book flights or buy furniture worth thousands of dollars. Retail made up 36 percent of transactions and 32 percent of volume. Travel came next with 28 percent of volume.

Link doesn't give agents the user's real credit card number. Instead, it issues a separate 16-digit number, and users can set spending limits. Anthropic and OpenAI also use Link, but not yet for agent purchases. Hill admits Stripe won't stay the only option and names PayPal and Shopify's Shop Pay as competitors. He says the market is still in its very early days.

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来源:The Decoder · the-decoder.com