Stripe buying OpenRouter isn't about AI hype—it's about owning the payment rails for the entire AI inference economy. If every API call routes through Stripe, they become the toll booth for model consumption. Ramp’s AI Index is more interesting: it quantifies actual enterprise spend, cutting through vendor noise. IBM’s OpenAI deal? That’s legacy infrastructure trying to stay relevant by renting out someone else’s moat. The real takeaway: payments and procurement data are the new battlegrounds, not model weights. Who wins when AI spend becomes a measurable line item? Full video link https://youtu.be/8LNH7TxvD14