Paper AI Tigers: Chinese frontier LLMs are 3-6x cheaper yet only 19% of OpenRouter use

gleech · x · 2026-10-16

gleech's essay "Paper AI Tigers" argues top Chinese LLMs offer frontier benchmark scores, 3x cheaper input / 6x cheaper output tokens, MIT-style open weights and visible CoT — yet outside China they're barely used: 19% of OpenRouter traffic combined and trending down through 2025. Martin Casado says 16-24% of US startups he meets use Chinese models; Airbnb uses Qwen, Windsurf's planner is likely GLM, Cursor's possibly DeepSeek. The author infers Chinese labs are severely compute-constrained (aggressive 32→4bit inference quantization), so real capability likely trails US flags. In the thread he also cautions against trusting Meta's new model's benchmarks: predecessor Muse Spark 1.3 settled around #15 on OpenRouter (Kimi K3 level), and Wonder is expected around #12.

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