Peter Walker

Peek into the first day for Opus 5.5 on OpenRouter: - 22% of Anthropic tokens went to Opus 5.5 (best model launch by share in the last year...

Stage is set: Opus 5.5 and GPT-6 are live. One view of the current landscape from us at OpenRouter below, comparing wallet share just among...

Here's how Anthropic models were being used before today's Opus 5.5 launch. Opus 5 took the most spend (~30% of all dollars that went to An...

When you talk about open-weight AI, you're really talking Chinese labs. It's not 1:1 but it's pretty damn close (data below is share of to...

What should we make of all the data showing the growth of inexpensive open weight tokens? 8 thoughts, all personal takes: 1) This is not a...

Look at the earnings revisions in 2026 and 2027. What changed? Substantially different from any point in the past decade and it correlates ...

There won’t be another day where open token volume fails to beat closed tokens. The playing field has now shifted to spend. (But also k...

The argument over Anthropic in the FT today a) Under pressure from OAI, open source, all fronts b) the lynchpin of the AI bull case Feat...

If for some reason you’re stuck on a waitlist… https://twitter.com/openrouter/status/2100744709589316009

Unsurprising that the 2 flagship labs are making far more revenue than their mostly open-source competition. But rate of change also matter...

Fable vs Astra, sure - but what about the 78 other models that launched last month? And the 67 models the month before that? There is a l...

Tenfold increase in monthly spend for Kimi, GLM, and DeepSeek so far this year. Definitely off of smaller bases than the closed-weight lab...

Share of wallet (dollars spent) vs share of tokens used. Anthropic vs OpenAI Astra = top model by spend last week Luna = top model by token...

OpenAI had not taken #1 in wallet share on OpenRouter for 133 weeks - but Astra pushed them into the top spot last week. https://twitter.com...

Wider context on the share of spend vs the share of tokens across the 3 major American labs This is aggregate data across OpenRouter and th...

The linkedin bots have begun defending themselves. We may need to pace the frontier

DeepSeek V4.1 Flash - on pace for the most tokens of any paid model launch in the first 48 hours 😤

OpenAI has taken 31% of all dollars spent over the past 48 hours across OpenRouter. - new peak. They hit 28% in a few days in July, but peo...

Everyone will focus on the peak valuation (~$17B, ya that’s a lot). But this sort of M&A is healthy. Not easy, not fun, but healthy. Hop...

Checking in on Fable 5.1 one week after launch: • Fable 5.1 saw 9% of total spend across Anthropic models by US users on OpenRouter last we...