Sam(@futurenomics):Just heard a very compelling argument that Stripe overpaid for OpenRouter: Suppose someone handed you $7B to compete with them. You could offer OpenRouter’s entire current user base 7+ years of free tokens. Buffett famously puts a lot of weight on replacement cost. If someone launched an Amazon competitor tomorrow and offered to pay for my next 7 years of purchases if I switched, I’d switch in a heartbeat.

2026.08.20 15:55

Just heard a very compelling argument that Stripe overpaid for OpenRouter: Suppose someone handed you $7B to compete with them. You could offer OpenRouter’s entire current user base 7+ years of free tokens. Buffett famously puts a lot of weight on replacement cost. If someone launched an Amazon competitor tomorrow and offered to pay for my next 7 years of purchases if I switched, I’d switch in a heartbeat.

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