“Two years ago the question we got most often was why an agent would ever need its own way to pay. Nobody asks that any more. What they ask now is what to charge for a single call, which is a much better problem to have. Being in the first cohort Start Path has built around agentic commerce says the question has moved on for everybody, not just for us.”

“The payment is the easy part. The hard parts are identity, attribution and limits: knowing which agent made which call for which end user, and holding a spending ceiling when something misbehaves at three in the morning. Those only get solved properly when the industry agrees on how they work, and a cohort of 22 companies pointed at the same question is how that starts.”

“This is not a payments upgrade, it is a revenue stream that did not exist. Businesses have spent twenty years learning how to be bought by a person during working hours. The ones moving fastest now have worked out they can also be bought by software, at three in the morning, one call at a time. The blocker is almost never the technology. It is that nobody knows what to put on the price list.”