What mindshare? It literally is an API gateway with a rather minuscule usage that anyone can drop at any moment to use any other proxy or when providers forbid the use of their services via proxies (like it happened with Anthropic already).
How the hell can it be anywhere close to $7 billion?
When Facebook bought Instagram for $1 billion, it had 30 million users with hardly anyone else competing in the space.
I can still use Claude via openrouter. Anthropic blocked using your Claude code subscription via other harnesses but you can still use pay as you go API billing.