Sep. 14 at 4:40 PM
$PYPL MR. MARKET IS WRONG ABOUT PAYPAL...BULLISH
PayPal doesn't necessarily need to own the AI assistant. It can become the payment/identity/trust infrastructure underneath AI agents. For example, you could tell an AI assistant, “Find me the best hotel under
$200 and book it with PayPal.” The agent discovers the product, obtains authorization and completes the transaction while PayPal handles payment credentials, security, fraud controls and merchant settlement.
Its Agent Ready technology allows Braintree merchants to accept transactions originating from AI shopping assistants including ChatGPT, Google AI Mode and Gemini. PayPal supports both OpenAI's Agentic Commerce Protocol and Google's Universal Commerce Protocol.
PayPal announced support for Google's UCP so PayPal can become a payment option within Google's AI-powered checkout experiences. It also agreed to acquire Cymbio to help merchants expose inventory and transact across AI shopping platforms.