A lot of focus on agentic payments metrics recently. Classic case of narrative / excitement overshooting adoption. But there’s progress happening if you know where to look. There are 4 pieces to solve for adoption: Users Harness Model API Users “Who” is using the agent. Today, all agents tie back to a person, for now. So if agents are going to spend money, their person needs money. Most people using agents today have a bank account and debit / credit card. A smaller subset have a funded crypto wallet. The main issue is that most people don’t have their money connected to their agents. Early adopters can do this today: give OpenClaw plaintext card info, install the MPP skill, etc. But it requires awareness and sophistication. It’s not the default, which limits adoption. Reasonable to assume this changes. Harness “How” you use the agent. Harness is sometimes separate from model, eg OpenClaw using Claude or Cursor using DeepSeek. But for most people, the harness is built by the model company. If most consumers use the default option, a harness eventually built into an operating system, eg iOS, will have a significant impact on what payment method gets connected to an agent. Model “What” agent you are using. You can see where payments adoption is today by asking your favorite agent to “register me a domain name.” The default payment tool use from model companies, especially vertically integrated experiences, will have a huge influence on defaults. APIs “Where” the agent spends money. This is the supply side of the marketplace, and where most progress is happening. It helps that Stripe supports nearly all agentic payments protocols, including different ones for e-commerce vs APIs, and has distribution to 5 million businesses, including virtually all leading AI companies. But even if a business turns on agentic payments for their API, you still have to solve users / harness / model adoption. Also, most services today are built around accounts and periodic billing. Migrating to usage-based billing will take time, both for incumbents and new AI-native services.

The left won. The world's richest man is an electric vehicle manufacturer who is decarbonising the atmosphere while helping quadriplegics, restoring space travel, and making the internet and freedom of speech widely available across the globe. Unfortunately most of the people who identified as "left" were simply pathological grief merchants with oppositional defiance disorder. They build nothing. They stand for nothing.

how bernie sanders supporters think of “net worth” that’s tied up in practically illiquid super-voting founder stock

the spacex ipo irks libs because they think meritocracy is a lib thing and it turns out meritocracy doesn’t actually exist and the closest thing thing to actual meritocracy is capitalism and they’re bad at it because it rewards risk-taking not credentialism

Congratulations to all the hard-working and talented people at @spacex!

happy capitalism super bowl to those who celebrate

X having native money and trading functionality in the next 12-18 months feels underrated.

spacex has over 10,000 satellites in orbit radiating heat effectively to send this tweet to your timeline

“looks almost the same” yes, I often confuse algae green and dark blue as almost the same

For most Americans, the most important data for a personal AI assistant lives in three apps: iMessage Email Photos

The other models will certainly be better. But the other models won’t be the built-in, *free* default with privileged access to personal data and what’s on the screen.

Wonder if Cloudflare will detect / blocks these agents as bots by default. If not, thin wedge for Apple devices to have a special agentic lane into many websites.

I’m old enough to remember a few months ago when the timeline was filled with “data centers in space don’t work because physics” takes

Very sad to hear about Gordon Wood. RIP.

Underwhelming WWDC. But as a shared albums fan, excited about this. Also mildly optimistic this could make Shortcuts actually useful.

Using AI / data centers to help eliminate tick-borne diseases like Lyme and Alpha Gal feels like a great way to shift public opinion and win over a bipartisan group of senators.

This is a huge deal. @AntaresNuclear is the first advanced reactor company to hit nuclear criticality.

“One of the most significant technological achievements in nuclear energy in over 40 years” Massive congratulations to @jordanbramble @juliadewahl and the rest of the Antares team!

Brilliant. Obvious format in retrospect.