Stripe 称 AI 智能体代购交易增长 38 倍，但未公布具体数字
Stripe says AI agent purchases are adding up, but it won't share the numbers
Stripe 支付服务 Link 上由 AI 智能体代用户下单的交易在 9 月增长 38 倍，支付金额增长 20 倍，但 Stripe 未披露具体交易笔数和金额，且增长起点基数很小。Stripe 高管 Dan Hill 称使用 Link 的智能体已从分析时的约 70 个增至约 200 个，包括 Meta 的 Muse 和 Grok Bot，多数智能体单笔消费约 100 美元，零售占交易量 36%、旅行占金额 28%。Link 不向智能体提供用户真实卡号，而是发放独立的 16 位号码并支持设置消费限额，Anthropic 和 OpenAI 也在使用 Link，但尚未用于智能体代购。
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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.