What is Stripe really buying in its $8B+ OpenRouter acquisition—and why could a company that reaches $16 billion in revenue still disappoint investors? Olga and Paulo Passoni unpack AI model routing, durable moats, runaway valuations, the compute bottleneck, and the growth benchmarks that matter now. Then they turn to Latin America: Brazil’s AI opportunity, the Series B funding gap, FIDCs and venture debt, and what Cashea signals about Venezuela’s next chapter.
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