Mastercard, Cloudflare, Google, OpenAI, Grok + Stripe, Visa + Meta — all racing to build AI agent ID and payment rails in just 18 months.

Actual global traffic? 0.4% of e-commerce volume. 0.2% of value.

We're not early. We're INSANELY early.

The infrastructure war is heating up, but adoption is still a rounding error. This is the pre-iPhone moment for AI commerce.

If you're not positioning now, you're already late to the next wave.