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Stripe to Buy OpenRouter for $7B

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Re: Stripe to Buy OpenRouter for $7B

#5
If LLM providers continue grow and become such a standard part of the tech stack of any deployment, this acquisition makes a lot of sense. It's just another payment management system for stripe.

It's fun to see someone being able to exit so well without owning any model.

Re: Stripe to Buy OpenRouter for $7B

#7
post #5

If LLM providers continue grow and become such a standard part of the tech stack of any deployment, this acquisition makes a lot of sense. It's just another payment management system for stripe. It's fun to see someone being able to exit so well without owning any model.

The acquisition makes no sense, as most LLM providers only reason not to forbid them right now, is because they were funded by exactly the same VCs as the providers. Go check.

Of all the no moats they are the example of no moat. Its seconds switch to another router if even that is tolerated. And lets not even talk, the lack of compliance in an enterprise environment, and as they defer to providers on that...

But the acquisition makes a LOT of SENSE, if you realize that as the same VCs sit on Stripe, Anthropic, OpenAI and most important OpenRouter. Said VCs have a lot of interest in recovering their money...by pushing one of their companies to buy another one of their own, before LLMs providers financial pressures cut OpenRouter legs.

Is this stuff even legal? I will wait for Patrick Boyle video...

Re: Stripe to Buy OpenRouter for $7B

#10

7B for a wrapper.

Stripe isn’t exactly a dumb company. When someone smart does something seemingly super dumb, more likely than not you’re the one missing something, not them. It’s an opportunity to ask, “what am I missing?”, and learn from it.
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