2,640 karma · joined May 21, 2026
Look at how the same pools of capital sit on multiple sides of the market: the router, the payment layer, and the model providers... Its all the same club
Investor ---- Economic Overlap
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Andreessen - OpenRouter, Stripe, OpenAI, Mistral, xAI
Sequoia - OpenRouter, Stripe, OpenAI, Anthropic, xAI
CapitalG - OpenRouter, Stripe, Google/Alphabet
MenloVentures - OpenRouter, Anthropic
NVentures - OpenRouter, OpenAI, Anthropic, Mistral
AMP PBC - OpenRouter, Anthropic
These funds have expensively paid advisers, and should not be investing on a company with an ISS Governance QualityScore of 10/10. For ISS 10 is the worst while 1 is the best...
https://www.iss-stoxx.com/research-advisory/governance-and-f...
Change in U.S. Gross Federal Debt
(fiscal-year-end figures, not inauguration-to-inauguration) Democrats
---------------------------------------------------
President Start End Change
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Joe Biden $28.386T $37.375T +$8.989T
Barack Obama $11.876T $20.206T +$8.330T
Bill Clinton $4.351T $5.770T +$1.419T
Jimmy Carter $0.706T $0.995T +$0.288T
Republicans
---------------------------------------------------
President Start End Change
---------------------------------------------------
Donald Trump $20.206T $28.386T +$8.180T
George W. Bush $5.770T $11.876T +$6.106T
George H.W. Bush $2.868T $4.351T +$1.483T
Ronald Reagan $0.995T $2.868T +$1.873T
Gerald Ford $0.484T $0.706T +$0.223T
Richard Nixon $0.366T $0.484T +$0.118T
Dwight Eisenhower $0.266T $0.293T +$0.027T
Source:
https://www.whitehouse.gov/omb/information-resources/budget/...These are changes between fiscal-year endpoints, not the exact amount of debt incurred during each president's time in office.Fiscal years do not line up with inauguration dates.
Of all the no moats they are the example of no moat. Its seconds switch to another router if even that is tolerated. And lets not even talk, the lack of compliance in an enterprise environment, and as they defer to providers on that...
But the acquisition makes a LOT of SENSE, if you realize that as the same VCs sit on Stripe, Anthropic, OpenAI and most important OpenRouter. Said VCs have a lot of interest in recovering their money...by pushing one of their companies to buy another one of their own, before LLMs providers financial pressures cut OpenRouter legs.
Is this stuff even legal? I will wait for Patrick Boyle video...
The U.S. government spends about one-third! (roughly 33% to 39%) of individual income tax revenue strictly to pay the interest on the national debt and that is not even paying off the principal balance itself:
https://budget.house.gov/imo/media/doc/cbo_baseline_february...
A raise in interest rates for treasuries, can bring this into 50% to 60% within days.
Yeah...worry about other things...
"The Insane US-Japan Currency Bailout" - https://youtu.be/yh18YXKMk3g
Why does the US need to prop Japan? Because they are the biggest holder of US treasuries ...and if they need to prop up their own currency, they will need to sell them. <Insert Pearl Harbor reference...>
Literally first phrase on Cancer Wikipedia entry.... [1]
"Cancer is a group of diseases involving uncontrolled cell growth typically resulting in tumors with the potential to invade or spread to other parts of the body...."
It will become victim of the conflict between its core search for truth, the current administration mandate to spy on its own prompts for approval, and secret orders to hide the mission true purpose, like that other computer we have heard about.
Now dont you go around quoting Ed Zitron :-) not fair...
Except OpenRouter sees all your prompts, sends your requests to different providers with pinky promises that they dont use your data, and is therefore a non starter for any company who cares about compliance.
If Stripe wants to spend 7 billion on a glorified reverse-proxy-api-gateway go ahead. I can here and now, guarantee to be able to reproduce all their functionality in 3 months, and for less than 10 million dollars. And Stripe internal engineering teams should be able to do better, as I will do it in the evenings only :-))
There is a Roman word that best describes the current corruption frenzy: A Bacanal
You are aware Iran fought a 8 year war with Iraq? With over 1 million casualties, and they wanted to continue that war? Do you remember all the fuss when ONE US pilot was shot down?