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Stripe's $7.5B OpenRouter Bet

Stripe's $7.5B OpenRouter Bet

How the payments giant's largest-ever acquisition signals that the money in AI is migrating from the models to the meter that counts them.
Alex Prize Enterprise 6 min read
Wall Street Steals Tech's Crown

Wall Street Steals Tech's Crown

How New York overtook the Bay Area as the biggest US tech-talent market — and why finance, not AI, did the stealing.
Alex Prize Enterprise 6 min read
AI's $100B Debt Habit

AI's $100B Debt Habit

How Broadcom's plan to borrow more than $60 billion for AI chips turns compute buildout into a Wall Street asset class.
Daniel Krauz Chips 6 min read
Nvidia's $6B Non-Acquisition

Nvidia's $6B Non-Acquisition

How Nvidia's Poolside deal — a license, an investment, and 109 job offers — became the new template for buying AI without buying the company.
Daniel Krauz Chips 6 min read
The SEC's Quiet Green Light

The SEC's Quiet Green Light

How a technical SEC ruling on data-center bonds removed a brake on AI infrastructure financing—and why a footnote about "financial assets" carries billions in consequences.
Alex Prize Finance 5 min read
Stripe Buys the Switchboard

Stripe Buys the Switchboard

How Stripe's $7 billion purchase of OpenRouter turns the messy business of choosing an AI model into payments infrastructure—and a new kind of toll booth.
Alex Prize Finance 5 min read

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