Only one development occurred in this period, and it is not directly tied to Visa: Goldman Sachs published a report estimating that AI agent commerce (such as Meta Muse and OpenAI Astra) could target roughly $2.6 trillion in annual US consumer spending over 3-5+ years, listing digital payments among the potential beneficiary sectors. The report does not name Visa specifically but includes the digital payments industry within the 18 listed companies it identifies as potential beneficiaries.
- Goldman Sachs Global Investment Research published a report estimating AI agent commerce could target roughly $2.6 trillion in annual US consumer spending over 3-5+ years.
- The report lists digital payments among potential beneficiary sectors but does not name Visa; 18 listed companies span consumer platforms, retail infrastructure, digital payments, identity security, ticketing, and AI hardware.
- The report notes agentic commerce will initially capture existing spending before driving e-commerce growth by reducing transaction friction.
