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Tom Noyes@noyesclt · X· 1 天前AI 评分 31
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Tom Noyes 认为,Stripe 不仅为 Muse 提供支付引擎,也关系 Meta 的商业模式:与 Meta 关联的银行卡收取 300 bps,约为 Meta 带来 100 bps 收入,卡组织网络由此支撑代理支付经济。该模式不限于 Stripe 商户或 Link 钱包,但大型零售商可能因成本拒绝这张卡和钱包,并要求顾客通过商户完成身份验证;他称 LoginID_io 可提供面向商户的 Muse 与代理集成方案。

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M2020. Top Recaps - Part 1. Stripe is not only the payment engine for Muse, they are actually core to Meta's economics. The 300bps linked card is providing meta with ~100bps of revenue. Card networks are enabling the economics of Agentic. This works beyond Stripe merchants, and beyond Link wallets. The linked card creates alignment with Meta and Stripe. While Stripe may be capable of creating an alternative payment network, they can't create the economics (merchant acceptance of a 300bps card for stripe and non-stripe merchants).

Big retailers are set to block this card (and "wallet") due to price, most of the large merchants require customer auth with merchant. The merchant friendly solution to Muse and agent integration is form @LoginID_io. A fantastic merchant friendly integration to their Auth. Expect a presentation w/ MRC.

来源:Tom Noyes· x.com