Person
Tom Lee
Named in AI Lately's reporting below.
In the archive
Opinion
The Agent Economy Needs a Bank
Mastercard, Stripe's Tempo, and Coinbase's x402 built rival payment rails for AI agents in 2026. The transaction counts already published point to one billion machine payments before 2027 closes.
Capital & Markets
What Money Looks Like When Machines Run It
Tom Lee, Fundstrat's head of research and BitMine's chairman, argues autonomous agents will gravitate toward programmable settlement rails, and Logan Xie and Mark Zalan explain why card networks price machines out of that economy.