Good morning & happy Monday! Today, we're diving into payments giant Stripe, which is now in talks to buy OpenRouter for a whopping $10 billion (what this M&A is all about, why it's very strategic for Stripe, & how it differs from Ramp's LLM routing approach + bonus deep dive into the AI Monopoly Playbook, and How to Build an Agentic OS with Claude Fable 5 inside), and Revolut that's now officially worth $115 billion, thus making it the 8th most valuable bank in Europe (why it matters, where's the biggest risk & opportunity for Revolut + bonus deep dives into Revolut, Monzo, and Starling's latest financials, and Revolut's Foundation AI Model inside). So let's jump straight into the fascinating stuff '' The BIG News ' FinTech giant Stripe is currently in talks to buy OpenRouter for around $10 billion, roughly eight times the $1.3 billion valuation the AI model marketplace carried in May ' And everyone who covered the deal so far framed it as a payments company buying the routing...
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