Will Agentic Commerce ultimately flow toward mega-platform alliances?
Author: Charlie Liu, Partner at Generative Ventures
Over the past week, OpenClaw and Tempo have almost become code words in the crypto world.
Many people have seen the buzz, and they also know that Stripe has stepped in, with Visa and Lightspark lining up as well.
What still hasn’t been fully understood isn’t the news itself, but the fact that payment control points are migrating.
Over the past few months, the market has been filled with imagination about Agent Payments.
In addition to that, Coinbase launched x402 in May 2025, turning HTTP 402 into a payment language again; Cloudflare soon wrote it into its agentic payments documentation, promoting "no account, no