The video discusses the potential for Google to use Stellar Lumens and its impact on payments, noting Google's AI payment protocol will support stablecoins and has partnerships with Coinbase and Salesforce. The speaker makes the point that crypto stablecoins will be the payment platform for AI and identifies that PUSD operates on Stellar Lumens XLM, suggesting it's key for PayPal. Also mentions that the DCC is actively tokenizing 100 trillion of assets on Stellar. It also mentions that because of these factors XLM will achieve a good price over time, making a bullish prediction. The speaker also highlights Ian Burrill from PayPal as speaking about a collaboration between Stellar, PayPal and PUSD.