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."