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Open source has overtaken American labs in market share. On OpenRouter, the share of tokens used by US models collapsed from 73% to 33% in just one year. Meanwhile, Chinese open-weight models like DeepSeek have surged. Then the US banned Fable 5. Then it gated GPT 5.6 on a customer-by-customer basis. We are watching the US hand the developer market to
2mo
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