Chinese open-source labs explode on OpenRouter: Moonshot +2425%, Z.ai +1925%, DeepSeek +1000%
FinanceYF5 · x · 2026-09-21
- Peter Walker adds: unsurprising that the two flagship closed labs earn far more than mostly open-source rivals, but the rate of change matters.
- OpenAI + Anthropic revenue: 10x+ the combined total of Chinese AI model companies.
- Yet 2026 OpenRouter monthly spending growth: Moonshot AI +2,425%, Z.ai +1,925%, DeepSeek +1,000% — all above 10x.
Related event: Chinese Open-Source Models Surge on OpenRouter, Moonshot Up 2425%(2 posts)→
More from Venture
- Sixth Street CEO: ~$200B of Chips Sitting in Warehouses as Data Centers Lag Behind — SumitGup · 2026-11-12
- Perplexity demo shows an investment teammate using M Science alt data to track Celsius sales trends — inductionheads · 2026-11-12
- Hackathon project lets AI agents spend company money, but only within CFO-approved limits — kleffew94 · 2026-11-12
- Just 1% of companies drive 80% of OpenAI and Anthropic's revenue, says Ramp economist — rohanpaul_ai · 2026-11-12
- Stripe exec invites internet businesses to onboard AI agents with identity, payments and fraud tools — jeff_weinstein · 2026-11-12
- H100 rental rates run 54% above straight-line depreciation, a16z finds — a16z · 2026-11-12