I don't think they are.

Just because some Higher Ups in Stripe bought this, doesn't mean its that valuable.

It can easily be, that Stripe can just afford it and think that they are part of the big boys and thats just what companies cost today.

It could be that Stripe really really like the brand name and all the positive notion of it.

It could be that Stripe doesn't want to build this from scratch in a timefrime of 1 year or 2 because Stripe might be too corporate to be able to do startup stuff.

Stripe has quite a high motivation to leverage agents thoguh because they are preparing for Agents which will buy through stripe. They already provide the SKU backend and support the agent payment stuff.