The refusal to publish figures is itself the story here — companies usually tout adoption metrics when they're flattering, so the silence invites some skepticism about how large agent-driven checkout really is. Still, the direction is credible: agentic commerce has become a genuine infrastructure battleground, with Stripe, Visa, Mastercard and PayPal all racing to build payment rails that machines can use safely. The unsolved part is authorization and liability — who is on the hook when an agent buys the wrong thing — and that's where the real moat will form. On our view, expect Stripe to share numbers only once they're big enough to serve as marketing; until then, treat 'adding up' as a directional signal, not proof.