Jeff Roberts

Coinbase is making headlines again. If you want to get the inside scoop on the company's culture, the hard cover of Kings of Crypto drops in December! You can order now: amazon.com/Kings-Crypto-S…

Big development in agentic commerce: ~700K holders of Robinhood Gold credit card can now tell their agents to go shopping Example: "buy these sneakers if you find them <$200" Also notable that, unlike Coinbase & Stripe, @RobinhoodApp is not betting on stablecoin-based commerce

Via Stripe CEO: a big development for media. It took more than a decade but we're on the cusp of solving micropayments I hope that, by 2028, every consumer will be streaming stablecoins payments right from their browser/wallet/LLM

SpaceX is sitting on over $1.6 billion in Bitcoin (!)

AI vs almonds! On the merits, AI should win hands down. But the farm lobby has god-like political power—and, unlike AI, most people like almonds

I spent an hour in the Oval Office last week interviewing President Trump for @FortuneMagazine ahead of his trip to China. He spoke openly on a lot!

Another banger. No idea if Pratt is qualified to be mayor, but worth a shot. If SF can be fixed, so can LA!

Heck yeah! Hacky Sack is back. Way more fun than social media.

Yet another reason why cities shouldn't tolerate permanent homeless encampments: ocregister.com/2026/05/10/wid…

Really enjoying this debate. Rob, if Visa and Mastercard won't be disrupted, how do you account for Stripe's massive Tempo bet and its prediction of streaming payments? (Counterpoint: When I spoke with Vlad Tenev last week, he said Robinhood is sitting this out because he thinks card networks are just fine for agentic commerce)

Networks actually already do compete on fees, just not in ways that you see. Today the networks heavily compete on fees with rebates to issuers and processors for distribution. So they are just giving margin to others (not the merchant). Issuers absolutely also compete on fees to customers and do so in ways you see - cashback, rebates to merchants, etc. And they already charge differently for different transaction types, geographies, etc. It absolutely does not follow that creating a new payment type and fee plan for agentic micropayments has any effect on card present transactions for a US consumer. And to the question about if they have an incentives - well they do if the market actually materializes. Same reason Mastercard Send and Visa direct ultimately were launched and are both the fasting growing transaction business line items at those networks. Issuers may throw up more of a fight, but challenger issuers with more flexibility on unit economics (and now settling in stables to visa) are already growing extremely quickly. That space is going to get humongous. In fact I’d wager that the single two companies powering the most stablecoin agent transactions today, at least on the commerce side, are Stripe and Rain. Lots more to come there.

While I strongly believe stablecoins will play A role here, almost all the responses forget that the majority of the fees are taken by the issuer and the network, both of which are right now being disrupted and have strong incentives to compete on fees and capabilities (including the already publicly talked about tokenized credentials products) in this new paradigm.

@samrags_ 🥳

@jeffjohnroberts You got me, I'm now a Fortune subscriber

What if they used stablecoins so they had to pay in advance?

Token theft is so bad that some AI startups have to cut off free trials! I chatted with Stripe's Head of AI and Data @emilygsands who broke down this new scam.

Spotted in Miami - the final boss of performative reading in public

.@semafor must be making a nice profit from all those events. It just returned the $10M investment it received from Sam Bankman-Frank in 2022!

If the EU built Claude

Maybe the best political ad of the year.

Latest sign of how competition between banks and crypto natives is heating up Wall Street players like Morgan Stanley will never compete on product and innovation — but their deep pockets mean they can win on price