Every Major Matters article
Payments. AI. Commerce. Decoded. 250 articles and counting.
Showing 193–216 of 250 articles
Hollywood's AI Documentary Asks the Wrong Questions at the Worst Possible Time
The AI Doc arrives just as the abstract debates it stages have become painfully concrete, and it has nothing useful to say about any of them.
Block Cut 4,000 Jobs and Blamed AI. Here's What Actually Happened.
Jack Dorsey slashed 40 percent of his workforce and said most companies would follow within a year. But former employees, analysts, and the company's own history tell a more complicated story.
The Agentic Commerce Standards Race: Who Sets the Rules Sets the Market
Mastercard, Google, OpenAI, and Cloudflare are all racing to define how AI agents shop, pay, and prove they're legitimate. The protocols they build now will determine who controls the next era of digital commerce.
The Live-Service Graveyard: How an Industry Keeps Burning Billions and Burying Careers
Marathon is not the disease. It is the latest symptom of an industry addicted to a model that does not work.
The Strait of Hormuz Is the Biggest Risk to the AI Economy That Nobody in Payments Is Talking About
The Iran conflict is threatening chip supplies, submarine cables, and energy costs simultaneously. For an industry building agentic commerce on the assumption of abundant AI infrastructure, the timing could not be worse.
AI Agents Were Freezing BNPL Out of Checkout. Stripe Just Opened the Door Back Up.
When AI agents shop on your behalf, they default to the card on file. That design choice was quietly killing alternative payment methods. Klarna, Affirm, and Stripe moved on the same day to fix it.
The Bet You're Already Making
Prediction markets are not converting gamblers. They are converting everyone who has an opinion about the news. And the Iran crisis just showed us what happens when they succeed.
FIS Bought the Biggest Issuing Business on Earth. Then It Plugged In the Agents.
While the industry debates agentic commerce protocols, FIS quietly acquired 40 billion transactions a year of issuing infrastructure and launched the first bank-facing agent commerce platform. The bet: whoever controls the issuer side controls the agent era.
Agentic Commerce Will Reprice Payments. Here's How.
The card networks face their biggest structural test yet.
The Identity-Payment Convergence
Mastercard is retiring the card number. Visa is betting on biometrics. The EU is mandating digital wallets. For the first time, identity and payment credentials are merging into a single layer, and the fight over who controls it will reshape the industry.
The Payments Industry Automated Everything. Now It Needs to Feel Human Again.
Paymentus argues the next competitive edge in digital payments is not faster rails or cheaper processing. It is service.
The Delegation Problem
Google DeepMind publishes a framework for intelligent AI delegation just as the industry races to build the infrastructure without one.
When the Agent Becomes the Customer: What OpenClaw Tells Us About the Future of Payments
An open-source AI assistant went viral, spawned scams, deleted inboxes, and accidentally revealed how unprepared payments infrastructure is for a world where software spends money.
Two Fintech Giants. $250 Billion in Value. Zero IPOs.
Revolut is targeting a $150 billion listing. Stripe just hit $159 billion in a tender offer. Together they represent a quarter of a trillion dollars in private fintech value, and neither is in any rush to go public.
AI Agents Don't Click Ads. That Changes Everything.
From warehouse to checkout, agentic commerce is rewriting how products get found, bought, and delivered.
About Major Matters
Payments. AI. Commerce. Decoded.
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