stripe bought a router for $7.5b. i ran one for a year, and routing was never the hard part.

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Summary

分析Stripe以75亿美元收购模型路由公司的交易,作者结合自身一年运行多模型路由器的经验指出,路由本质上是定价问题,真正的难题是对输出正确性的验证,下一个关键层将是结果校验与溯源系统。

the big number this week is $7.5b for a company whose product picks which model answers your request. smart purchase, and here is why: stripe did not buy intelligence, they bought the meter. 10 trillion tokens a day flowing through one pipe is a phenomenal billing and data asset. but after running a multi-model router daily for about a year, here is the part i cannot unsee: routing is a pricing problem wearing an intelligence costume. picking the cheapest model that can probably handle the task is arithmetic with extra steps. the actual hard part is the thing nobody bills for: verifying what came back. from my logs, roughly 3 in 10 confident outputs do not survive cross-examination (a second model that only reads failures, plus a human spot check). routing saves money on the easy 7. what does the meter do about the wrong 3? nothing today, because correctness is not metered. the next billion-dollar layer is the tribunal: proof, provenance, and a record of what got thrown away. open question for anyone running production traffic: if your router quietly downgrades to a smaller model on tasks that look easy, how would you know before your users do? (the long version of the year of logs: https://www.reddit.com/r/artificial/comments/1x9nei2/)
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