Really enjoyed this angle, Martin. I’ve been exploring the same transition from the demand side: if the network makes intelligence cheap, routable, and widely available, what happens when consumption expands far beyond today’s human-driven use?
The network lens explains how intelligence moves. The utility lens helps explain what happens when much more of it gets consumed. I wrote about that side of the transition in the "When Intelligence Becomes a Utility" essay.
This is a great combination of industry giants who move rather sleepily (a compliment). The noisy boisterous ones makes some great moves but this feels stealth, like a new 1+1=5....type-giant has been born.
Really enjoyed this angle, Martin. I’ve been exploring the same transition from the demand side: if the network makes intelligence cheap, routable, and widely available, what happens when consumption expands far beyond today’s human-driven use?
The network lens explains how intelligence moves. The utility lens helps explain what happens when much more of it gets consumed. I wrote about that side of the transition in the "When Intelligence Becomes a Utility" essay.
https://rmeerasahib.substack.com/p/when-intelligence-becomes-a-utility
Agree, and I'd push it one step. Money has a settlement condition and tokens don't yet. A token that missed its deadline isn't a cheaper token.
I can see why Stripe wanted this. It was already handling OpenRouter’s payments, and the deal would move it closer to the actual model usage.
Here are notes drawn from this post using some of my AI Agents:
[1] https://linkeddata.uriburner.com/weblog/?post=openrouter-stripe-intelligence-network-loac-x402-meshup-gemini_3_7_flash-1.html -- Google Gemini 3.7 Flash (Medium)
[2] https://linkeddata.uriburner.com/weblog/?post=openrouter-stripe-intelligence-network-meshup-claude_sonnet_5-1.html -- Claude Sonnet 5 (Medium)
Please use a good agent skill for your charts. The colors are confusing, out of order and don't match the legend.
This is going to be a great investment for strike.
Hedge Funds are driven by comparative advantages, called ‘hedges’. Not economies.
This is a great combination of industry giants who move rather sleepily (a compliment). The noisy boisterous ones makes some great moves but this feels stealth, like a new 1+1=5....type-giant has been born.
Congrats Martín! Good to see you continuing to pick winners :)