BREAKING
Anthropic Keeps 50%+ of AI Spend
0
%
DeepSeek token volume
0
%
Anthropic spend share
0
%
Anthropic May spend high
OpenRouter Weekly Token Usage
V4Flash
5.3
Opus 4.8
2
0
$
V4Flash per 1M tokens
0
$
Opus 4.8 per 1M tokens
0
x
Price multiple
The AI Lifecycle Thesis
1
Discovery: frontier
↓
2
Production: open-source
↓
3
New use cases emerge
↓
4
Premium demand holds
How Long Does the Balance Hold
AI NEWS BLITZ
Open-source AI usage is soaring, yet Anthropic still captures most of the money.