20VC/
20VC: OpenAI and Anthropic Threatened by Kimi? | Should the US Ban Chinese Open-Source Models | Should Openrouter Sell & Value in the Routing Layer? | Stripe Buying Paypal: What You Need to Know
The episode centers on Chinese open-weight AI models, whether the U.S. should restrict them, and what cheaper frontier-grade models mean for OpenAI, Anthropic, and AI infrastructure. It also covers OpenRouter’s likely sale, Fireworks’ rapid growth in inference, Stripe’s rumored move on PayPal, and how AI is reshaping venture pricing, semis, and data-center economics.
