Jacob Zhao

@0xjacobzhao

Crypto × AI | Research • Writing • Investing | INTJ EIR @IOSGVC | ex-@ArweaveSCP @Mirana @OKX_Ventures @Indodax 📬 Subscribe → 0xjacobzhao.substack.com

decentraland

daoai.guru

Joined September 2020

Replies Reposts Media Articles

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Jacob Zhao
@0xjacobzhao
Jul 13
The personal portal "daoai" is officially live today: 1️⃣ [ Origin // Genesis ] DaoAI // The Way and Wisdom. Decoding the underlying order of machine intelligence. 🔗 Portal Entrance: daoai.guru 2️⃣ [ Insight // BroadNotes ] Dedicated to long-form deep research
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Jacob Zhao
@0xjacobzhao
19h
🧵3 个月估值飙升接近 6 倍，Stripe 75 亿美元天价收购 OpenRouter 的底层逻辑到底是什么？ Openrouter揭示了AI 基础设施最残酷的矛盾：聚合极快：推理需求能被瞬间规模化。壁垒极低：接口越标准化，改一行 base_url 就能流失。纯管道抽成撑不起高估值，Stripe 押注的本质是一场打通“路由 +
Jacob Zhao
@0xjacobzhao
Sep 22
OpenRouter 能否让客户在竞争对手的路由报价为零时，依然不愿意去改那一行 base URL？这个问题的答案，决定了 75 亿美元究竟是溢价，还是便宜。
Article
拆解 OpenRouter：Stripe 的 75 亿美元收购豪赌
2026 年 8 月 19 日，Stripe 宣布与 OpenRouter 达成收购协议，这是其成立以来最大的一笔收购交易。双方并未披露最终对价；媒体报道区间约为 70 亿至 80 亿美元以上，其中《纽约时报》口径约为 75 亿美元。对照 83...
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Jacob Zhao
@0xjacobzhao
Sep 25
The real question behind this deal is: can it convert portable order flow into non-portable model intelligence? The answer to that question determines whether $7.5 billion turns out to be a premium, or a bargain.
Article
Deconstructing OpenRouter: Stripe's $7.5 Billion Acquisition
On August 19, 2026, @stripe announced an agreement to acquire @OpenRouter — the largest acquisition in Stripe's history. Neither side disclosed the final consideration; media reports place the range...
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Jacob Zhao
@0xjacobzhao
Sep 22
OpenRouter 能否让客户在竞争对手的路由报价为零时，依然不愿意去改那一行 base URL？这个问题的答案，决定了 75 亿美元究竟是溢价，还是便宜。
Article
拆解 OpenRouter：Stripe 的 75 亿美元收购豪赌
2026 年 8 月 19 日，Stripe 宣布与 OpenRouter 达成收购协议，这是其成立以来最大的一笔收购交易。双方并未披露最终对价；媒体报道区间约为 70 亿至 80 亿美元以上，其中《纽约时报》口径约为 75 亿美元。对照 83...
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Jacob Zhao
@0xjacobzhao
Aug 13
Hermes Agent leads OpenRouter with 34.9T tokens and ranks #1 across four agent categories. Its edge appears strongest in always-on orchestration. The key questions: why Hermes, how is it different from OpenClaw, and can it coexist with Claude Code/Codex?
Article
Behind Hermes’ Rise to the Top: A Web3 Team’s Path Forward
Hermes’ phenomenal growth did not come from some proprietary technology that @openclaw could not replicate in principle. Rather, at the critical window when the personal-agent category was taking...
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