AI Innovation,
Artificial Intelligence,
Payments
- AI agents today can already handle end-to-end commerce. The open question is whether those actions can be trusted at scale.
- Intelligence is becoming table stakes as AI scales. The differentiator shifts to governance: agent identity, permissions, and enforceable limits.
Sara Khairi | June 16, 2026
10-Q,
Member Exclusive
- Klarna, Coinbase, and Chase are expanding beyond their core businesses to become part of the routines that generate financial decisions.
- We look beyond today's products to what the three firms are building for tomorrow.
Sara Khairi | June 15, 2026
Member Exclusive,
Opinion
- Today’s analysis examines the widening gap between the AI capabilities being developed and the language used to describe them.
- If AI's role is to make banking more efficient, productivity matters. If its role is to redefine decision-making and workflow, productivity may be too narrow a lens.
Sara Khairi | June 12, 2026
AI Innovation,
Artificial Intelligence,
Member Exclusive,
Payments
- J.P. Morgan Payments is moving the conversation beyond capability and toward the infrastructure and framework required to govern AI agents.
- Data is emerging as a core ingredient of agentic commerce, shaping the information agents can access and the decisions they can make.
Sara Khairi | June 11, 2026
AI Innovation,
Artificial Intelligence
- In the last 1 year, Anthropic has gone from one of many AI labs to an industry gravity center, fueled by capital inflows, enterprise adoption, and platform-scale positioning.
- Recent shifts show Anthropic evolving into three roles.
Sara Khairi | June 10, 2026
