Agentic commerce hasn't yet had its Cambrian explosion because key primitives are still missing — including machine-readable payment protocols and ephemeral micro-consumption APIs that would let agents transact without requiring humans to create accounts.
Will explains that agentic commerce lacks canonical use cases because foundational primitives are missing. Stripe is building machine payment protocols (402 responses) so services can advertise how to pay, and argues that ephemeral one-time consumption — paid via microtransactions — is essential so agents can access services without humans needing to create and manage accounts everywhere. ✦ AI generated
Will Gaybrick · a16z Podcast · 2026-08-17 · original ↗
starts at this moment · 28:29
“So what is the state of where we are today? What are the bottlenecks and how do you sort of view a framework for how that could be done in the future?”
We haven't had that in agentic commerce today. And I think there's a few reasons for that. One is we're missing primitives, right? We created with Tempo the machine payments protocol so that services can indicate, you know, what needs to be paid and how you can pay for it. So, if you're selling an image or a piece of content online, you can request it and get a 402 response back. And it just says like here's how you buy me. So that's a primitive — we think machines will want to buy from other machines. And there's really a question of like what should checkout look like for agents? I'm just very bullish on services leaning into saying you can use me ephemerally, you can use me in a very lightweight way. And I think to make that work, you're just going to need to support microtransactions. And I think the case against microtransactions has always been, well, you're trying to consume content... But as you give agents more complex tasks, you want them to be these little hummingbirds going around the internet just slurping up a little data here, pulling it over here, doing a little compute over here. And you don't want the individual human to have to think about what they're using. So I think microtransactions will just be necessary for that economy to exist, the agentic economy.
verbatim transcript · starts at 28:29
28:09like a nebula sense. I' I'd like to go a little bit deeper on it with you. Um which is sort of agents engaging in commerce on the internet. So >> what is the state of where we are today? What are the bottlenecks and how do you sort of view a framework for how that could be done in the future? >> Yeah. So we are, you know, we talked about the
28:29Opus 45 Cambrian explosion moment. We haven't had that in a commerce today. Um like there isn't a um just there aren't a ton of canonical use cases that you just see repeated over and over and over again. Um and I think there's a few reasons for that. One is we're missing primitives, >> right? >> Uh and just that's something we're very focused on. you know, we we uh we
28:51created with Tempo the machine payments protocol so that uh services can indicate, you know, what needs to be paid and how you can pay for it. So, if you're selling, you know, an image or a piece of content online, you can request it and get a 402 response back. Um, and it just says like here's how you buy me. So, that's a primitive like we think machines will want to buy from from
29:16other machines. Um, and there's really a question of like what what should checkout look like for agents? And it's still sort of an open question. You know, browser automation is getting better. So maybe agents should just be, you know, crawling through checkout forms and them out. I think there's still a lot of open questions. It's like the Yeah, that that's the skuorphic version. There's going to be a native
29:35version. Yeah. >> Yeah. I I think that's right. I think that's right. Um, so we're we're sort of at the missing primitives phase and we're sort of figuring that out. And then there's a sociological phase of just in what ways will agentic commerce be better than non-agentic commerce. [gasps] I think there's some very non speculative ways in which it'll be better like just checkout pages shouldn't exist for humans you know with
30:00with stripe link and you know shop with shop pay and it's very easy to get through a checkout page these days but should you even need to go to one or should you just be able to say buy it on a you know product display page I think so I think just check out pages will go away at the best I think they'll go away and so that's
30:20like a sort of nonspecul ulative but maybe less ambitious form of agent commerce. >> I actually think that's interesting because you they will go away for human users too. This is not just like only Yes. Okay. So, stripe link like you have like 400 million users on strip link and then shop pay probably has some comparably large number and then you can you can use those and just automate the
30:38whole process. >> Exactly. Yeah. We launched recently the link agent wallet so that there's now just a link CLI so an agent can just you know sweep up link credentials and go use them um with you know humans in the loop to say how they can use them um the I think one of the places we are the most excited about gentic commerce actually is B2B so we launched straight
- ·Missing foundational primitives block machine-to-machine commerce
- ·No standard way for services to advertise pricing and payment
- ·Humans still forced to create and manage accounts for agents
- ·402 response tells agents exactly how to pay for content
- ·Services advertise pricing and accepted payment methods to machines
- ·Agents can transact autonomously without human account setup
- ·Agents need to hum around the internet consuming services
- ·Ephemeral, lightweight access — no account management per service
- ·Humans shouldn't think about what agents are using