Mindshare ? Nowadays people switch models like shirts, and providers faster. Its not Oracle or Microsoft...Those 7 billion are just a dropdown menu...
Look at how the same pools of capital sit on multiple sides of the market: the router, the payment layer, and the model providers... Its all the same club
Investor ---- Economic Overlap
---------------------------------------------------------
Andreessen - OpenRouter, Stripe, OpenAI, Mistral, xAI
Sequoia - OpenRouter, Stripe, OpenAI, Anthropic, xAI
CapitalG - OpenRouter, Stripe, Google/Alphabet
MenloVentures - OpenRouter, Anthropic
NVentures - OpenRouter, OpenAI, Anthropic, Mistral
AMP PBC - OpenRouter, Anthropic