Netomi CEO: AI Software Boom Could Pull Stablecoins Into Enterprise Use

Puneet Mehta has a number that grabs attention. The Netomi CEO and former Wall Street engineer thinks AI-driven customer experience software heads toward a $5 trillion market over time. And he believes stablecoins ride that wave alongside it.

That claim carries weight because of the person making it. Mehta spent years as a data scientist and engineer on Wall Street before building Netomi, an AI customer service platform. His read: as enterprise AI scales across industries, the financial infrastructure underneath those systems has to scale too. Traditional payment rails probably can't keep up, he argues.

The logic draws a straight line. Stablecoins minimize volatility – that's their core pitch – making them useful for businesses that need predictable, fast transactions at volume. When an AI system processes thousands of customer interactions an hour and some of those involve payments or financial data, the transaction layer needs to be reliable and cheap. Stablecoins on blockchain infrastructure can offer that in ways wire transfers or credit card networks cannot, Mehta said.

Blockchain's transparency and security make it a natural fit for the data demands of AI-driven enterprises, he added. AI systems chew through enormous datasets. Blockchain gives an auditable, tamper-resistant transaction record. Put those together and you have something that could appeal to compliance-conscious companies trying to modernize customer experience operations.

The intersection of AI and blockchain has been discussed for years. Mehta is making a more specific bet: that the enterprise software boom – not retail crypto speculation – finally drives mainstream stablecoin adoption into business operations.

The $5 trillion figure covers the broad AI enterprise software market, not stablecoins alone. Mehta is not claiming stablecoins become a $5 trillion asset class. He is saying a market that size creates serious downstream demand for efficient, blockchain-based transaction infrastructure.

That distinction matters. Stablecoin adoption across enterprise and institutional use cases has grown sharply in recent years. It remains concentrated in crypto-native businesses and cross-border payment corridors. The idea that mainstream enterprise AI deployments pull stablecoins into everyday business operations – payroll, vendor payments, customer refunds – is still more thesis than proven reality.