The models people actually run have gone open, but the biggest lands this week
Usage data on OpenRouter, shows what developers are really routing traffic to. US models' share of usage has fallen to around 30%, one big US model's share has roughly halved, and open-weight and Chinese models (DeepSeek, GLM, Qwen, MiniMax, Kimi) now lead real token volume. Into that, Moonshot's Kimi K3, is the largest open-weight model ever built, released its full weights on 27th July, meaning you'll be able to download and run it yourself, not just rent it.
What it actually means
Announcements aren't the signal; usage and builders have already moved, to models they can host. Pair it with the Gemini cut and the month's shape is clear: closed models cheaper from above, open models eating usage from below, the generic middle commoditising from both directions. The read isn't 'switch to Chinese weights on Monday’.
The default model in your stack is now a decision to re-examine, not a setting to inherit.
Source: Tech-Insider (OpenRouter usage) / Moonshot · Wednesday 22 July 2026