Wes Knipe
Wes Knipe
I'm Wes. I studied quantitative economics at Cal Poly, started out at a couple of financial advisory firms, and then moved to early-stage software to see how products and companies are actually built. These days I consult on analytics projects and build research tools in my spare time.
Current research
How AI agents pay for things
A new web standard, x402, lets software pay per request in digital dollars: fractions of a cent, settled on a public ledger. Like early crypto exchange volume, much of the reported activity is fake. I measure the real market: how much is genuine demand, who buys and comes back, what things cost, and whether sellers deliver.
Everything paid through x402 on the Base network in the week of 21 Sep, before any cleaning.
What is left (55%) after removing payments that loop back to the payer, tests, and shops with a single customer.
Distinct paying wallets that week. A wallet is an account, not necessarily one person or firm.
Data through 2026-09-27 · updates Mondays
What's here
- Market dashboardWeekly volume, before and after cleaning, and where the money goes.→
- Price compsWhat comparable paid APIs charge per call, like comps in a valuation.→
- Endpoint statusA daily check that each listed service answers and charges what it says.→
- AI-access censusWhich of the top 1,000 websites block AI crawlers, and which ask to be paid.→
- Which models buy wellHow sensibly different AI models spend money when asked to buy.→
- Weekly reportThe numbers in one short note each Monday, with RSS.→
- Prediction ledgerForecasts written down and timestamped before the data comes in.→