20VC: OpenAI and Anthropic Threatened by Kimi? | Should the US Ban Chinese Open-Source Models | Should Openrouter Sell & Value in the Routing Layer? | Stripe Buying Paypal: What You Need to Know

The quest for equivalent models at a cheaper price is just gonna keep going up. Is the open weight low-cost LLM business a good business? I think it's a great time for Open Router to sell it. All the good investments sure seem to be in the infrastructure. At some point, the people spending a trillion dollars a year are gonna want some apps to pay for all this.

The only thing that matters is the open AI and anthropic growth rate in 26 and 27. If you're growing 10x year on year and you have any kind of positive and improving gross margin, it just covers all the nut. Growth for the last two or three years has been a very attractive place to make money. This is 20 VC with me, Harry Stebbings. It is my favorite show of the week.

Roryo Driscoll, the OG, Jason Lamkin, the total AI nerd analyzing the biggest news in tech this week. So kicking us off, yep, we're heading to the model layer. China ships two near frontier open models in a week, with Kimi absolutely crushing it. And yeah, Washington moves to Wall off.

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