AI-Agent Economy Could Drive Demand for New Financial Infrastructure

Market commentary points to a growing model-router market: Ramp has a router, Stripe bought OpenRouter, and other players are seeking a role in the token flow.

The view is that routing is only one part of a broader market. Over the next five to 10 years, internet spending could include substantial amounts for tokens, models and agents, while payments, spend management and settlement would need to be redesigned for an agent-driven economy. Which companies will become central remains unclear, but the space could support many new products.