"the share of tokens used for US models on OpenRouter has collapsed" Bloomberg
On OpenRouter, US model token share fell from around 70% to around 30% in a year.
A clean warning signal.
open-weight Chinese models are becoming capable enough for routine work, cheaper to run, easier to customize, and less dependent on permission from a frontier lab.
UBS says 60% of companies now watching AI budgets are moving to cheaper models and open-source Chinese models The pressure is coming from extreme bills, includi...