Deedy Das

speaker

881 appearances 1 recordings 1 series first heard Nov 2025 last heard 14 Nov

Deedy Das’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Nov 2025 with 1.

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So I wasn't really even trying to do that.

But when I told him like, look, if you are ever going to raise, I will make it happen.

I just love everything about this.

So that's how we ended up doing the round.

I think the company is interesting from a business model perspective.

I get this question a lot.

How does this business model scale?

And I think right now the business is doing fairly well.

It takes like 5% of

There's that business model, but then there is a reasonable threat factor where what if the spend on the net goes down over time as tokens go up?

So you do carry some risk of the prices of LLM falling to a point where the business stops working.

And I know many other companies take that risk as well.

So that's one risk of the business on just pure consumer spend.

Second risk would be keeping people on a...

A lot of hobbyists use OpenRouter and they tend to churn.

And then a lot of enterprises will use OpenRouter to evaluate and then go pick a model that they want to settle with later.

So that's a problem to fix.

And so those are two of the risks.

But overall, I think they've just been executing phenomenally.

My simple answer is I don't think the AI gateways of other products are ever going to be their first priority.

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