Talking to GeorgeO earlier and he makes the point how KEY this is..
Nutstuff styles as: “Imagine employing the brightest graduate in the world. They know everything, never sleep and can answer almost any question. But they can’t enter the building, they have no ID badge, no bank account and no company credit card, so they spend all day telling everyone else what to do. That’s effectively where AI has been until now. Cloudflare’s latest announcement changes that by giving AI agents a digital identity, a wallet and the ability to transact within rules you set. To me, this feels like the inevitable convergence of agentic AI with digital identity and payment rails. AI is no longer just becoming more intelligent, it’s becoming economically useful. Once autonomous agents can identify themselves, trust one another and exchange value, they stop being chatbots and start becoming participants in the economy. As ever, the really interesting investment question won’t simply be who builds the smartest AI, but who owns the rails every AI agent has to travel on.”
August 5, 2026 212
