Stripe buys OpenRouter, Ramp’s AI Index & IBM’s OpenAI deal

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This week on Mixture of Experts, we talk partnerships, purchases, and predictions surrounding the AI industry's financial infrastructure. But first our panelists dive into IBM's newly announced collaboration with OpenAI, under which IBM Consulting will train and certify consultants on OpenAI's tools to bolster the company’s push toward enterprise deployments.

Then we turn to Stripe's massive acquisition of AI gateway startup OpenRouter, a platform that routes token traffic across more models and providers. We unpack why Stripe sees token routing as the next frontier of "profitability infrastructure" and what it means for a payments company to become a broker of AI compute decisions.

Finally, we take a peek at Ramp's August AI Index, which sketches a market where open-source models are growing in popularity, AI infrastructure is consolidating, and businesses discern what they're willing to pay for.

00:00 - Introduction

1:01 - IBM OpenAI partnership

11:46 - Stripe acquires OpenRouter

22:39 - Ramp’s August AI Index

33:15 - AI drafting legislation

All that and more on this week’s Mixture of Experts.

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