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Stripe in talks to buy OpenRouter for ~10B

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Re: Stripe in talks to buy OpenRouter for ~10B

#22

Earlier quoted context omitted.

What percentage of the potential market does openrouter have? Like even if they have 100% of today’s customers, they probably have like 3% of 5-years-from-now’s customers.

Seems like it’s also assuming in 5 years from now people will still want an AI router. How many people even use more than one search engine? A “search engine router” wouldn’t be very successful… If AI tokens become unlimited like cell phone minutes, why bother routing?

Just another reason this would be a mind-numbingly dumb acquisition.

Re: Stripe in talks to buy OpenRouter for ~10B

#23

Earlier quoted context omitted.

Seems like it’s also assuming in 5 years from now people will still want an AI router. How many people even use more than one search engine? A “search engine router” wouldn’t be very successful… If AI tokens become unlimited like cell phone minutes, why bother routing?

Just another reason this would be a mind-numbingly dumb acquisition.

Nothing about this bubble makes sense. Why should this?

Re: Stripe in talks to buy OpenRouter for ~10B

#24
post #14

Wouldn’t it be cheaper to just spend $1B reimplementing it? (Of course that is absurd, $10M would be plenty)

quick you are a saas company pulling 3b cash annually how do you deploy it

Paying dividends to shareholders used to be a thing

Re: Stripe in talks to buy OpenRouter for ~10B

#26

Earlier quoted context omitted.

What percentage of the potential market does openrouter have? Like even if they have 100% of today’s customers, they probably have like 3% of 5-years-from-now’s customers.

Seems like it’s also assuming in 5 years from now people will still want an AI router. How many people even use more than one search engine? A “search engine router” wouldn’t be very successful… If AI tokens become unlimited like cell phone minutes, why bother routing?

> If AI tokens become unlimited

Why would they? OpenAI and Anthropic aren't even profitable yet.

Re: Stripe in talks to buy OpenRouter for ~10B

#27

Earlier quoted context omitted.

What percentage of the potential market does openrouter have? Like even if they have 100% of today’s customers, they probably have like 3% of 5-years-from-now’s customers.

Seems like it’s also assuming in 5 years from now people will still want an AI router. How many people even use more than one search engine? A “search engine router” wouldn’t be very successful… If AI tokens become unlimited like cell phone minutes, why bother routing?

Seems incredibly likely that in 5 years every small linux shop has an AI router endpoint like openrouter, but router.smalllinuxshop.net or something with open models. And if there aren't open models anymore ... then openrouter won't exist anymore either.

Hell, I'd be disappointed if half of them don't have one today.

Re: Stripe in talks to buy OpenRouter for ~10B

#28

https://taikhooms.substack.com/p/why-openrouter-can-be-the-n...

> It aggregate’s practially ever Large Language Model, then bundles access and takes a flat fee. Well, at least I know AI didn't write it

How Am I wrong?
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