OpenRouter->Stripe (~$7B) Hugging Face->Nvidia ($13B) Keep an eye on Exa. With local models and niche harnesses proliferating, they're going to need a way to

OpenRouter->Stripe (~$7B) Hugging Face->Nvidia ($13B) Keep an eye on Exa. With local models and niche harnesses proliferating, they're going to need a way to search without everyone having to run their own index. Google is an obvious buyer if they could get it past regulators. A Doubleclick-level addition of the agentic stuff they're bad at to the indexing they're good at. Nvidia is the obvious less conflicted #2 Secret third option: Cloudflare. They're already the glue for so much of this stuff.