Appreciate your thoughts.

re: the Amazon transitions, the first shareholder letter lays out the plan to go beyond books. As I remember it, books were always only supposed to be the entry point.

AWS transition was more around building the platform Amazon.com needed to grow, and also to monetize the same platform.

Neither of these really fit with Stripe.

Stripe can obviously operate OpenRouter, they have the tech skills. The risk to the core business is that OpenRouter's growth path will distract from the core financial business and/or require a very different capital stack. (Someone already suggested Stripe scale out first-party model running, which can get very expensive.)

Appreciate your taking the time to respond.