Stripe processed $1.9 trillion in payment volume last year. They just built a CLI that lets AI agents provision and pay for every service in your stack with one command. Read that again. Karpathy writes a blog post about how painful it is to wire up services manually. Patrick Collison quotes it and announces the fix. The fix happens to route every agent's billing through Stripe. Vercel, Supabase, Neon, PlanetScale, PostHog, Clerk, Railway, Turso, Chroma, RunloopAI. All provisioned from the terminal. All billed through Stripe. One payment method stored once, shared across every provider via tokenized credentials. This is the tollbooth strategy executed at infrastructure level. Stripe already handles payments for ChatGPT, Claude, Cursor, Replit, Lovable, Midjourney, and Vercel. Now they're the layer that lets those tools' agents set up the services underneath them too. Every AI coding agent that spins up a database, connects auth, or adds analytics is doing it through Stripe's pipes. The timing tells you everything. Stripe's valuation jumped 74% in one year to $159 billion. Their Revenue suite (Billing, Invoicing, Tax) is on track for $1 billion ARR. 25% of all Delaware corporations are already created through Stripe Atlas. And the new bet is that agents will provision more software, faster, than any human team ever did, and every transaction flows through one chokepoint. The company that solved "accept payments on the internet" just solved "let robots buy software on the internet." The second market is going to be bigger than the first.