I'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.
How does openrouter help them get to that?
Stripe in talks to buy OpenRouter for about $10B
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Re: Stripe in talks to buy OpenRouter for about $10B
#12I'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.
How does openrouter help them get to that?
OpenRouter is basically a payment system for LLM tokens. Yes, it does route TCP connections from you to an inference providers' cloud, too, but what is way more important is that it routes money from your wallet to inference providers'wallets.
The latter is the core business of Stripe. For them, buying OpenRouter to become the premier channel for LLM token money makes perfect sense. At least if you assume that the current state of labs offering heavily subsidized subscriptions directly is only temporary and the future lies in people buying tokens and switching between models fluidly - and I consider that the future, in light of the recent developments with Kimi K3.
Re: Stripe in talks to buy OpenRouter for about $10B
#13Crazy valuation but not a bad idea. Makes sense for stripe to wanna be the middle man for AI just like they are for payments.
Re: Stripe in talks to buy OpenRouter for about $10B
#14I don’t get it. There’s no moat here. OpenRouter isn’t hard to rebuild.
Facebook/instagram/uber/etc is easy to rebuild. The value isn’t in the code.
Re: Stripe in talks to buy OpenRouter for about $10B
#15Such great time to be pets.ai.
Just a tangential thought from our times.
Re: Stripe in talks to buy OpenRouter for about $10B
#16I don’t get it. There’s no moat here. OpenRouter isn’t hard to rebuild.
Moving money around is harder than it seems
Re: Stripe in talks to buy OpenRouter for about $10B
#17As Visa/MasterCard stock price is partly a reflection of the economy at large, I suspect Stripe wants their company valuation to be a reflection of the AI economy.
Re: Stripe in talks to buy OpenRouter for about $10B
#18I don’t get it. There’s no moat here. OpenRouter isn’t hard to rebuild.
Facebook/instagram/uber/etc is easy to rebuild. The value isn’t in the code.
The value in social media is the network. People stay on Instagram because their friends and the people they follow are there.
Open router has no such thing. You can immediately leave it for a copycat and hardly notice it.
Re: Stripe in talks to buy OpenRouter for about $10B
#19I don’t get it. There’s no moat here. OpenRouter isn’t hard to rebuild.
There are in fact zillions of similar services. OpenRouter is the one everyone knows.
Re: Stripe in talks to buy OpenRouter for about $10B
#20Earlier quoted context omitted.
How does openrouter help them get to that?
OpenRouter is basically a payment system for LLM tokens. Yes, it does route TCP connections from you to an inference providers' cloud, too, but what is way more important is that it routes money from your wallet to inference providers'wallets. The latter is the core business of Stripe. For them, buying OpenRouter to become the premier channel for LLM token money makes perfect sense. At least if you assume that the cu…
Are they doing something novel there?
I had assumed they’re just reselling inference, where they’re “routing money” the way Walmart is “routing money” from my wallet to whoever makes Cheez-Its.
Are they doing something unique from resellers there?