Stripe Quietly Positioned Itself to Own the Billing Layer of the Agent Economy. Here's How.
Stripe's January 2026 Metronome acquisition is now the clearest infrastructure play in AI — sitting between every AI API provider and the enterprises paying for them, as usage-based billing replaces flat-rate subscriptions. We cover the strategic logic, Anthropic's SynthID watermark deployment for EU AI Act compliance, and Meta's trial with 29 state AGs over platform addiction that sets precedent for every consumer AI system that optimizes for engagement.
The skinny
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