From Nate’s summary —
— Stripe is preparing for a version of the internet in which the seller no longer controls the place where buying begins.
— For the first time in two decades, power in the internet economy is moving from sellers to buyers.
— The old internet asked: how do we bring customers into our store? The New Internet asks a more interesting question: How do we Sell To (become usable by the customer’s AIgent) when the customer never comes to our store at all?
— The new competition is to be callable.
— Power in the entire Internet economy is shifting from the Seller to the Buyer.
— This is the biggest shift we’ve seen in commerce in two decades.