Chinese models are powering ~60% of token usage by US companies on OpenRouter. The shift isn’t subtle, from US dominance to China leading on cost and volume in just 18 months. This is exactly how competition is supposed to work. Cheaper, open-weight models from DeepSeek, Qwen & co. are winning the workloads that don’t need the absolute frontier. Great for builders shipping fast and keeping costs sane. But price alone doesn’t win forever. The real edge goes to teams that combine efficiency with superior reasoning, reliability, and iteration speed. Markets reward truth over hype!
Alvin FooShare
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