AI & I How Stripe Is Building for an Agent-native World
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Apr 29, 2026 
Emily Glassberg Sands, who leads data and AI at Stripe, brings a front-row view of how AI is reshaping online commerce. She gets into why AI companies are scaling at breakneck speed. She explores compute theft, lifecycle fraud, and the AI versus AI security race. Plus, she looks at outcome-based billing, agent shoppers, and what payments need in an agent-native world.
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Protect AI Businesses Across The Full Funnel
- Check fraud before giving credits at signup, at payment, on overages, and around refunds or disputes.
- Emily Glassberg Sands says AI companies should treat fraud as a full customer-lifecycle problem and call Radar at each critical moment, not only at checkout.
The Fraud Arms Race Rewards Comprehensive Coverage
- Fraudsters ignore processor, payment-method, and crypto boundaries, so defenses must be network-wide and cross-platform.
- Emily Glassberg Sands says Stripe expanded Radar beyond cards to all disputable methods, crypto, and even off-Stripe transactions through the Radar API.
AI Companies Scale Faster And Price More Precisely
- Stripe sees AI companies reaching $30M ARR in about 18 months, roughly three times faster than top 2018 SaaS companies.
- Emily Glassberg Sands also sees monetization shifting from seats to usage, workflows, and token-linked pricing because inference costs are real and margins can vanish fast.