20VC: Will OpenRouter Sell for $10BN to Stripe? | Why Chinese Open Models Are Beating America—and What Happens Next | Why Enterprises Are More Fearful of Anthropic and OpenAI Than China | Is the Routing Layer Becoming a Commodity with Alex Atallah

This is gonna be like the biggest, biggest market in tech ever. A lot of companies are making routers because it's fashionable. The model labs have several incentives to go after you eventually. In July, we launched Seventy Models. About one model every ten hours. America is very, very behind still.

But GLM five point two. was a really big big step for open weight models. There are reports that you are selling to Stripe for ten billion dollars. Is that gonna happen? This is 20 VC with me, Harry Stabbings. Now the only thing that I really care about anymore is providing the best, most relevant interviews at the right time to you. So today we have Alex Atala, co-founder and CEO of Open Rooter, the Gateway to the World of LLMs.

They reportedly have had offers from Stripe for ten billion dollars. They've raised at a valuation of over a billion and a half. They are the market leader. And this interview could not come at a more prescient time. It'll be very interesting to see whether the company chooses to stay private or sell to Stripe. We shall see. But this interview was recorded before, so we will check back in a couple of weeks. This was an incredible show and it was awesome to have Alice in the studio. But before we dive into the show today. Founders face a different set of challenges at every stage of growth. For Sid Shait, co-founder and CEO of D Matrix, JP Morgan delivered the guidance and expertise to help navigate what came next. He credits JP Morgan's high-touch approach with supporting D Matrix as it grew and expanded internationally. Whether you're in the early days or expanding into new markets,

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