Stripe's John Collison on How Agentic Commerce Will Reshape the Internet
Odd Lots
Bloomberg
4.5 • 2K Ratings
🗓️ 16 May 2026
⏱️ 50 minutes
🧾️ Download transcript
Summary
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.
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| 2:20.5 | So, Tracy, another episode where I can mention that I've been vibed. No, but you know what? Here's something that I may have mentioned before about. I'm sure you have to. But I'm not 100% sure. Okay. I think I've mentioned it. It's actually very easy. You just come up with an idea and you type it in English and then it's there. You know the hardest part? Registering a domain. Yeah, you've complained about this. Everything else is so smooth, right? You just type it in English and then you're like, have your little app or whatever. And then it's like, oh, I want to put this somewhere on the web, but then you go to like a domain name registrar. I had been using a GoDaddy for a long time. and then it's like, then's set this field for this field and this field and this field and this field and this worker, this pages, and the A field, and the app field and the B field. And I swear, that's like, it's so maddening. I just hated it so much. It's so annoying. It's the hardest part of the whole aspect. I have terrible memories as well about dealing with Bluehost and things like that. |
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