Stripe 称 AI 智能体购物交易增长，但未披露具体规模
Stripe says AI agent purchases are adding up, but it won't share the numbers
Stripe 的支付服务 Link 上，AI 智能体购物交易在 9 月增长 38 倍，支付总额增长 20 倍，但 Stripe 未披露具体交易笔数或金额。Stripe 高管 Dan Hill 称，使用该服务的智能体已从分析时的约 70 个增至约 200 个，多数每笔消费约 $100；零售占交易笔数的 36%，旅行占支付总额的 28%。
交易增长倍数与零售、旅行的交易占比勾勒出 AI 智能体购物的早期构成，也呈现了 Stripe 对市场规模的有限披露。
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