Meta, Stripe, Coinbase, or Bitcoin: Who Will Win Agentic Payments?

Show Notes

In this segment, the PBJ crew explores one of the biggest questions in tech and payments today - what money stack will power the agent economy? They discuss open-source vs closed agents, the risk of stablecoin-led gatekeeping by major AI labs, why Bitcoin and Lightning may be a better fit for agentic payments, and what projects like unhuman domains suggest about the first wave of agent-native products. They also cover offerings from Meta, Stripe, Coinbase, and Lightspark as the competitive landscape starts to take shape. 0:00 Open agents, stablecoins, and the risk of closed payment rails 02:00 AI labs as future payment gatekeepers and "central banks” 05:20 Why Bitcoin may fit agentic payments better than stablecoins 10:00 Unhuman domains as an early agent-native Bitcoin use case 14:20 Why agent-first tools may displace SaaS wrappers and legacy workflows 17:20 Chat as the primary interface 22:00 Lightspark, Meta, Stripe, and Coinbase in the race to shape agentic payments https://unhuman.domains/ Matt Corallo essay: https://x.com/TheBlueMatt/status/2026667191475777727 🎧 From the PBJ podcast recorded at 📍Presidio Bitcoin 🔗 Full episode: https://youtube.com/live/NejxiHIBy_w?feature=share 🌐 Learn more: https://www.presidiobitcoin.org/