Stripe in talks to buy OpenRouter for about $10B
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Re: Stripe in talks to buy OpenRouter for about $10B
#2Assuming this is true: But why? And how is this valuation justified?
Re: Stripe in talks to buy OpenRouter for about $10B
#3Assuming this is true: But why? And how is this valuation justified?
See projects.dev by Stripe. My best hunch is - Stripe wants to get in on the infrastructure/rails layers being built for AI. They aren't sure what that is going to be exactly (nobody does). OpenRouter seems like a safe bet.
Re: Stripe in talks to buy OpenRouter for about $10B
#4Assuming this is true: But why? And how is this valuation justified?
Stripe controls parts of APIs for money movement across world. This is just a logical extension to that.
Re: Stripe in talks to buy OpenRouter for about $10B
#5Assuming this is true: But why? And how is this valuation justified?
To ensure agents are paid through them and maintain market position https://stripe.com/blog/giving-agents-the-ability-to-pay
Re: Stripe in talks to buy OpenRouter for about $10B
#6I've used openrouter, they work well, it was easy to use. Swipe wants to be used for agent payments, seems like a good match for them.
Re: Stripe in talks to buy OpenRouter for about $10B
#7I don’t get it. There’s no moat here. OpenRouter isn’t hard to rebuild.
Re: Stripe in talks to buy OpenRouter for about $10B
#8I don’t get it. There’s no moat here. OpenRouter isn’t hard to rebuild.
distribution
Re: Stripe in talks to buy OpenRouter for about $10B
#9Makes a lot of sense. If Stripe owned openrouter, they could ditch the 5% fee on top of tokens and make money from Stripes credit card fees.