Stripe 泄露的投资人信披露其收购 OpenRouter,信中称 OpenRouter 的 token 消耗今年迄今以每周 9% 的速度复合增长。信中写道公司把 1 月 1 日视为奇点起点并据此运营,认为智能体正处在成为独立经济参与者的边缘。信中还提到 Stripe 已被超过 500 万家企业采用,相关资金流量约占全球 GDP 的 2%,并称当前规模相对未来可能达到的水平仍然微小。
泄露的投资人信给出 OpenRouter 的 token 消耗增速,可看到支付公司如何把智能体当作经济参与者来定价。
From Stripe’s leaked investor letter detailing its OpenRouter acquisition
- "OpenRouter's token consumption compounding at 9% per week YTD."
- "We decided that January 1st marked the beginning of the singularity, and we have since been operating on that basis."
- "Agents are on the cusp of becoming economic actors in their own right."
- "We continue to believe that there is no ceiling on the size of the global economy (somewhat larger than $100T today). Implausible though it might sound on first blush, we think that it’s useful to contemplate the quadrillion-dollar world and to enumerate the relevant bottlenecks to bringing it about. (If global GDP per capita matched that of every Irish person—around $100,000—we’d be 80% of the way there.)
With more than 5 million businesses and flows representing almost 2% of global GDP having adopted Stripe, we’re pleased to be off to a good start, but we think that these figures are microscopic relative to what could be possible in the years ahead."
来源:@rohanpaul_ai · x.com