The Ledger
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Lemkin: >51% chance OpenRouter drives 20-30% of Stripe's revenue in 5 years
“I think it'll be like the scale acquisition. It will be the start of something that gets bigger, whether this brand exists or whether even this product exists five years. I don't even think this product will exist in five years, but I think it will be, I think…”
OpenRouter operates as a low-margin API price arbitrage business
“It's not like, you know, high gross margin of business. It's the way the business model works for them is actually they would secure a discount from the model providers by guaranteeing a lot of supply, but they would still charge the user listing price on the …”