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Comment on Stripe in talks to buy OpenRouter for about $10B

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Assuming this is true: But why? And how is this valuation justified?

See projects.dev by Stripe. My best hunch is - Stripe wants to get in on the infrastructure/rails layers being built for AI. They aren't sure what that is going to be exactly (nobody does). OpenRouter seems like a safe bet.

To ensure agents are paid through them and maintain market position https://stripe.com/blog/giving-agents-the-ability-to-pay

Stripe controls parts of APIs for money movement across world. This is just a logical extension to that.

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