BlackRock paper argues agents will become compute buyers, token shopping as billing infra
AccBalanced · x · 2026-09-24
A thread unpacking BlackRock's new AI x digital assets paper: AI as machine-native intelligence, digital assets as machine-native money, and agents as the glue. The tell: Stripe's acquisition of Openrouter (400+ models across 80+ providers, routed by cost and fit) plus Stripe payments suggests token shopping could become billing infrastructure. On compute: cited estimates put AI build north of $5T through 2030, hyperscalers on a path to $1.1T revenue by 2030 — watch opex, not just capex.
Related event: BlackRock: AI Adoption Could Drive New Demand for Digital Assets(2 posts)→
More from AGI Musings
- Economist: AI-assisted research will break the journal system's 'don't ask don't tell' equilibrium — paulnovosad · 2026-09-24
- Architecture moves up the stack: implementation is now an optimization problem — _AustinCalvert_ · 2026-09-24
- Many companies still ban AI coding, developers stuck in manual review processes — jonathan_wilke · 2026-09-24
- Hot take: the AI GDP puzzle's answer may be that white-collar work isn't that useful — teodorio · 2026-09-24
- ACL'23 outstanding paper: discriminative LMs may generalize better than autoregressive models — ysu_nlp · 2026-09-24
- Redwood Research: latent reasoning architectures would undermine CoT oversight — jammastergirish · 2026-09-24