▶ 19:46 · $OPENROUTER · Frontier Labs Threatened by Kimi? Should the US Ban Chinese Open-Source Models & Stripe Buys PayPal

episode briefing

20VC

Frontier Labs Threatened by Kimi? Should the US Ban Chinese Open-Source Models & Stripe Buys PayPal

2026-07-23 · 10 company · 6 thematic

sentiment

4 bull3 bear3 neu

speakers

rory o'driscoll

Rory O'Driscoll is a partner at Scale Venture Partners, a late-stage venture firm. He references Scale's portfolio (Linear, DataBricks, HubSpot, Salesforce, Palantir) and fund dynamics. He previously invested in Anthropic (2021) and tracks AI infrastructure closely.

jason lemkin

Founder of SaaStr, a community and media platform for B2B software founders and executives. He is an early-stage investor and a frequent commentator on SaaS growth and go-to-market strategy.

quote

“Because the market's in flux. Everyone's figured out they need this. Open router like a lot of folks was was was was early and benefited from it and deserves it. ... it's something that's going to become embedded in so many vendors that if…”

—jason lemkin

episode shorts · 1

OpenAI & Anthropic Threatened by Kimi?

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