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Vincent
@WhiteCollarExit
Analyst @MilkRoadAI | Finding opportunities across the AI value chain
Joined February 2022
127 Following    1.4K Followers
AI agents and stablecoins are converging into 1 trade, and an $8B deal last week proved it. Every company needs 2 things: A way to get paid and labor. Labor used to mean hiring people. Now you assemble a team of intelligence instead and you buy it by the token. Stripe already handles the getting paid infra layer, routing $1.9T of annual volume for small companies, and it is moving that platform onto stablecoins. Last week it paid ~6x what OpenRouter was worth a few months ago to handle the intelligence side too. The deeper thinking view is that this is a bet on Entrepreneurship. Small companies which Stripe serves will adopt and benefit from AI much faster! Covering the names that build for this convergence of agents and digital assets inside Milk Road PRO, and there are only a couple of hours left before the price goes up:
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