Emma Cui

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@emmacui

Researching agentic commerce & payments at @stanford. Co-founder @longhashvc (early-stage VC). Follow for how AI agents shop, pay & transact.

Palo alto longhash.vc Joined October 2010

1.8K Following 5K Followers 1.9K Posts

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Emma Cui @emmacui Oct 20

1/ Today I heard @CarinaLHong, founder of @axiommathai, speak at @DigEconLab on "AI That Can Prove It." Two ideas I keep thinking about 🧵

Emma Cui @emmacui 13h

1/ METR says Anthropic is improving its models on well-specified tasks about 2x as fast as it did from Mar 2024 to Oct 2025, mostly because AI is now helping with the R&D.

The key word is "well-specified." 🧵

Emma Cui @emmacui 20h

1/ OpenAI is reportedly testing business analytics inside ChatGPT.

A “Claim your business” banner appeared this week, spotted by Juozas Kaziukėnas and reported by Barry Schwartz. OpenAI hasn't announced it.

Emma Cui @emmacui 3d

The hard part is inferring the shopper's constraints, unstated facts, and household tradeoffs. 57% success across 22 models, with no clear leader after the top two, is the kind of public eval agentic commerce has needed.
Intent, Mandate, Discovery and Access keeps coming up as what breaks Agentic commerce at this point.

Cuy Sheffield Verified account @cuysheffield 4d

1/ Excited to introduce the Visa Agentic Commerce Benchmark, our first public benchmark designed by Visa Research to evaluate frontier model performance on shopping tasks.

visapaymentsfrontier.io/#agentic-comme…
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Emma Cui @emmacui 6d

Two posts this weekend sum up the AI pricing problem:

@Jason: under $40K a year on AI tools, $2M+ in value back.
@amasad: if you're on a subsidized AI subscription, get ready to get rug pulled.

Vendors are capturing ~2% of the value they create. That won't last.