7 billion one off for 100 billion annually? If I am understanding that correctly it feels like a no brainer to me…
Also if you think about it differently… OpenRouter is adjacent to what Stripe is but for getting access to AI models. If they dont mess this up they could invest in openerouter and grow that 100b pie.
$100b is payment volume, not revenue. Stripe gross revenue from those payments would be on the order of tenths of a percent of that.
Plus the platform fee that OpenRouter makes? 5 billion a year?