I would not be suprised to see Cloudflare launch a competitor in the next 6 mo. They've done similar before, and it fits their "middle man/service provider" vibe well.

OpenRouter is good because of the market ecosystem play. I see this fragmenting similar to game distribution -- a handful of 3rd-party disti, 1 first-party disti, and some exclusivity/lockup/limited support outside of first party.

I am very interested to see how Stripe develops this. I would be happy to see a less-clunky top-up solution, for example, perhaps with micropayments. Not sure what else they are planning.