the article is built on the assumption that API usage via OpenRouter is representative of the total. it's not. the second wrong assumption is that American companies need to be profitable in order to command hundred billion dollar valuations. they don't. the money printer can go brrrrr longer than everyone else can remain solvent.
the article is built on the assumption that API usage via OpenRouter is representative of the total. it's not. the second wrong assumption is that American companies need to be profitable in order to command hundred billion dollar valuations. they don't. the money printer can go brrrrr longer than everyone else can remain solvent.