[KongchangAI]
Person

Tom Tunguz

A venture capitalist and data analyst, and a partner at Redpoint Ventures, known for data-driven analysis in the SaaS and AI fields.

Timeline (last 90 days)

Oct 13

Tom Tunguz found that 84% of tokens on OpenRouter flow to non-state-of-the-art models, and six models offering about 77% of frontier performance at 2.5% of Claude Fable 5's price carry the vast majority of usage.

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Tom Tunguz found that 84% of tokens on OpenRouter flow to non-state-of-the-art models, and six models offering about 77% of frontier performance at 2.5% of Claude Fable 5's price carry the vast majority of usage.

50%

Source Articles

The Best Model Race Is Over: Where AI's Real Moat Lies in 2026Oct 13