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Subscriptions for LeanPick are starting to come in.
I have an update for both LeanPick and Orderly in review currently, which improve the App Store listing.
I'm also preparing the next App for submission.
The App and Marketing Factories have never been in a better spot. 🏭
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Subscriptions & Allowances are now native to Solana.
Recurring billing and delegated spending, live on mainnet as one shared program any team can build on.
Subscriptions were designed for humans.
Agents are bursty, multi-tool, and idle half the time.
Which means the economics break.
Why pay-as-you-go usually wins for agents ↓
FSD subscriptions just hit 1.74 million, up 260,000 in Q3.
@nextbigfuture says the next wave comes from older HW4 cars, where only about 30% have it today.
Once owners can put their cars in the network, he says they could make $1,000 a month.
$TSLA
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Anthropic Subscriptions Offer 5x+ More Value Than OpenAI
Limit testing every AI subscription plan from Anthropic, OpenAI, Meta, SpaceXAI, MiniMax, Moonshot, Zdotai, Cursor, and Cognition
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Paid subscriptions are temporarily unavailable while my Substack payment migration is in progress. The migration is expected to be completed tomorrow, September 29.
Thank you for your patience.
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FSD subscriptions are up 56% YOY, and up 15.6% this quarter alone.
And now, over 55% of new deliveries are opting for FSD subscriptions.
Really awesome to see FSD adoption increasing this much.
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Onchain subscriptions are crossing into AI-agent territory. 🧾🤖
Solana’s new allowances let users pre-authorize spend caps and expirations. Useful, but only if wallets make the rules impossible to miss.
The next wallet UX fight: visible limits before delegated spending. 🛡️
#Web3Security# #WalletUX#
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No subscriptions. No accounts. No rotating credentials. The @solana Foundation and Google Cloud launched letting AI agents pay for APIs with stablecoins via x402 and Stripe MPP.
Agents paying for infrastructure in production is no longer theoretical.
Which other layers are ready, which remain experimental, and where the integration gaps sit is a live question. One we are putting on the table at Agentic Finance Summit June 3.
New York ·
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