Visa invests in Replit to power agentic payments for developers
What's the deal? VisaDealroom has a profile for this one. Try Dealroom → has invested an undisclosed amount in AI coding platform Replit, valued at $9B after raising $400M in March. The two companies are exploring how to integrate Visa's payment products into Replit so developers — and the AI agents they build — can accept payments directly from customers without leaving the platform.
More than 1,000 Visa employees already use Replit for prototyping and development. As part of the partnership, the companies are exploring how developers on Replit can tap Visa's AI-powered payments suite, called Visa Intelligent Commerce, and its Trusted Agent Protocol — a system that lets AI agents securely identify themselves so payments they make can be verified. No joint products have been formally announced.
"Our enterprise traction has been growing, and Visa coming on board underscores our mission of making coding available to anyone in a secure and robust manner," said Amjad Masad, Replit's chief executive officer and founder.
Why now? The deal reflects a race to build infrastructure for agentic payments — a world where AI agents buy and sell things on users' behalf. Robinhood now wants people to use agents to trade; Google wants users to deploy agents for shopping.
Replit is also launching self-serve enterprise access, letting companies sign contracts worth up to $200,000 without talking to a salesperson. The tier includes enterprise-grade compliance, single sign-on, audit logs, and advanced permissions.
Demand for vibe-coding platforms has surged, and valuations for startups like Replit, CursorDealroom has a profile for this one. Try Dealroom →, and Lovable have risen fast. Replit tripled its valuation from $3B to $9B in under six months, raising a $400M Series D led by Georgian Partners in March.
What could go wrong? Everything is still exploratory. The companies haven't shipped anything together, and the concept of AI agents autonomously making purchases raises thorny questions around trust, liability, and fraud that the industry hasn't yet resolved.
The signal: Visa's investment in Replit marks another corporate payments giant moving upstream into developer tooling — a pattern that suggests incumbents see coding platforms, not just merchant integrations, as critical distribution channels for future payment rails. Replit's leap from $3B to $9B in six months places it firmly in late growth territory, and landing a corporate backer like Visa adds strategic credibility even if no joint product has shipped yet.
Read more: TechCrunch