Why AI Hasn’t Increased Unemployment, According to Anthropic

Today on the AI Daily Brief, why AI hasn't increased unemployment according to Anthropic. Before that in the headlines, the router business is hot as Stripe is in talks to buy OpenRouter for $10,000,000,000. The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI. Alright, friends. Quick announcements before we dive in. First of all, thank you to today's sponsors, KPMG, robots and pencils, Blitsy, and Airtable. To get an ad free version of the show, go to patreon.com/aidailybrief, or you can subscribe at Apple Podcasts. And to learn more about sponsoring the show, send us a note at sponsors@aidailybrief.ai. Welcome back to the AI Daily Brief headlines edition, all the daily AI news you need in around five minutes. Although today, I do not think everything that we have to discuss is gonna fit in five minutes, so let's dive in. First of all, Stripe is the latest company getting into model routing with a potentially blockbuster acquisition on the table. The Wall Street Journal reports that Stripe is in talks to acquire OpenRouter for around $10,000,000,000. That would be a huge markup from OpenRouter's $1,300,000,000 valuation during their last round, which closed, check swatch, two months ago in May. Then again, a lot has changed in those two months. We went from the token maxing era where everyone was encouraged to use the most powerful model as much as possible, to the age of token scarcity, where increasingly enterprises are moving to more tightly controlled token budgets. In the context of that shift, it's beginning to look like the best token routing service could be a huge winner. Reportedly, OpenRouter has been fielding multiple acquisition offers, but Stripe is looking like the company with the deepest pockets. Taking a step back, I think the pairing makes a lot of sense. Stripe has more or less come as far as they can go with merchant side payment processing, And clearly, their eyes have been getting bigger and bigger as they think more creatively about their growth. They've recently pursued a merger deal with PayPal that would let them expand to the consumer side of the market. Meanwhile, an open router acquisition would let them move in a different direction, adding enterprise cost control tools to their vertically integrated stack. The journal suggests the deal is close and could be announced soon. Macaroni Capital writes, Stripe isn't buying an AI company. It's buying the metering and billing layer for inference plus the developer funnel attached to it. Colin from clerk.com writes, Stripe has two angles. One, increase the GDP of the Internet, and two, the less discussed, increase their margins on the GDP of the Internet. Open router has shown that their margin on inference is durable, and we all know inference is a massive, startlingly fast growing portion of the Internet's GDP. Pressaging something that I am sure we will talk about on this show at some point, Alex Conrad …