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tiffanyhtoday at 1:43 AM3 repliesview on HN

OpenAI/Anthropic/etc don’t establish the direct customer relationship.

And OpenRouter can steer traffic away from those labs over to their own model.

The major labs don’t get personalized data about the user to train on, since it’s aggregated.

Which is just some of the reasons why strategically it doesn’t seem in their best interest to allow a middle person.


Replies

wpietritoday at 2:08 AM

It's a land grab. Right now none of them have a dominant position. Much better to get mind share and market share now. They can always squeeze the value chain later. And whoever wins surely will.

applfanboysbgontoday at 2:01 AM

Making your product available to more people gets you more sales. Thus the entire history of merchants.

jubilantitoday at 2:33 AM

Quite frankly, the proprietary company's products are no longer good enough for them to be able to enforce a moat. If they stopped selling via Openrouter, the 18.2% of Openrouter's revenue that currently goes to OpenAI or the 23.4% of their revenue that goes to Google would probably dry up. Some people would switch back, but those who are happy to juggle multiple budgets and endpoints are already doing so to avoid Openrouter's 5-10% cut. This is really evident at any $bigco where you can wait for weeks for a purchase order, needing leadership's approval and accounting's "I'll get to it when I get to it."

> OpenAI/Anthropic/etc don’t establish the direct customer relationship.

But they also don't have to pay to support and maintain the direct customer relationship and all the billing, support, etc.

> And OpenRouter can steer traffic away from those labs over to their own model.

The inverse is also true. If you've deposited money on a Openrouter account, you've taken a very big step across their proprietary moat. Would the proprietary companies rather lose them as a customer forever, or

> The major labs don’t get personalized data about the user to train on, since it’s aggregated.

De-identification was trivial for normal web traffic before LLMs. Think of all the crap people's harnesses and claws send without de-identifying. Many coding agents can't help themselves from

Sure, the type of person to comment on HN probably has good hygene, but the typical vibe coder doesn't even know what they're leaking.