Robbie Petersen
Junior Partner at Dragonfly who analyzes crypto and agentic commerce dynamics, debating adoption, risk, and where value will accrue in emerging payment stacks.
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Mar 27, 2026 • 39min
Why AI Agents Might Require Humans to Transact More Than as You Think
Robbie Petersen, Dragonfly junior partner who studies crypto and agentic commerce dynamics. Noah Levine, a16z partner focused on crypto and Web3 investments. They debate whether cards or stablecoins power agentic transactions. They discuss headless merchants, fraud and risk scoring gaps, instant settlement tradeoffs, discoverability of headless services, and whether front ends or backends capture value.
