Stripe in talks to buy OpenRouter for ~10B

51 pointsposted 10 hours ago
by htrp

16 Comments

BobbyTables2

6 hours ago

Wouldn’t it be cheaper to just spend $1B reimplementing it?

(Of course that is absurd, $10M would be plenty)

sds357

6 hours ago

The value is in the existing customers, isn't it? Not so much the product.

kennywinker

3 hours ago

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.

BobbyTables2

2 hours ago

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?

user

3 hours ago

[deleted]

dnnehgf

3 hours ago

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

Taikhoom2010

8 hours ago

evenhash

8 hours ago

> it has clear platform dynamics. It is an aggregator of AI models, and once enterprises use it, that creates switching costs since all your AI expense is in one place: logs, budgets, etc, so switching would be painful and generally not make a lot of sense.

Clearly what we need is a Router Router, to avoid router lock-in.

jackb4040

6 hours ago

You jest but this is basically exactly what happened in crypto.

subarctic

8 hours ago

Interesting. I guess it fits since Openrouter's main value is in consolidating payment to all these different model providers

zb3

7 hours ago

Does it mean openrouter can't sustain on its own? If so, bad news, new owner 'd surely want it to be profitable, so expect price hike.. :<

BobbyTables2

2 hours ago

Do sustainable tech startups actually exist?