Tech & AI
🤖Tech & AI

The Router Is the Moat: What Stripe Paid $7.5B For

Rajeswaran Thangeswaran··13 min read·
#ai-infrastructure#model-routing#llm-costs#agents#openrouter
The Router Is the Moat: What Stripe Paid $7.5B For

Stripe didn't buy a model. It bought the dispatcher. Inside the routing layer — price weighting, latency percentiles, fallback chains — and why being an AI user is no longer enough.

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