| source | covers | how |
| OpenRouter frontend stats | last ~10–31 days, exact | model-activity per model: prompt/completion tokens, requests, tool calls — full per-model granularity. Scraped daily. |
| OpenRouter author pages | ~90-day rolling, per model | Each lab page embeds a chart of daily tokens for its top models. Parsed for the recent window. |
| Internet Archive (Wayback) | back to 2024-11-09 | Historical snapshots of the same author pages, stitched together to extend history ~1.5 years. |
| OpenRouter app pages | snapshot (daily fwd) | Per-app top-20 model breakdown — the demand side. Totals, not a daily series. |
| Model list / pricing | current | Per-model prompt & completion list prices, free flag, creation date. |
| assumption | value | rationale & how it's used |
| Gross token margin assumed | 90% | Inference cost ≈ 10% of list price. Used for all "gross profit" figures. Linear lever — swap freely. |
| OpenRouter take-rate assumed | 5–10% | Credit fees + BYOK fee + provider spread on GMV. We show a 5 / 7.5 / 10% range rather than one number. |
| OR → total-API scale assumed | ×10 | OpenRouter is estimated at ~10% of a major lab's API traffic. Used only for "est. total revenue". The biggest single uncertainty — measured "via OR" figures don't use it. |
| Frontier training cost assumed | $100M | Order-of-magnitude compute cost of one Opus-class run. Excludes R&D, staff, serving. Used for model ROI. |
| Prompt:completion mix (history) assumed | recent actual | Author-page history gives total tokens only. For historical revenue we apply each model's real recent prompt:completion split (from the exact data) at its actual list price. Recent-window revenue is fully exact. |
| Useful-life threshold assumed | 50% of peak | A model's "useful life" = launch → first day usage falls below half its peak. Choice of threshold; 50% is conventional. |
| Smoothing method | 7-day MA | Centered 7-day moving average on all time-series to remove weekend seasonality. |
| Partial-day trim method | <40% of median | The current UTC day is incomplete; trailing days below 40% of the weekly median are dropped so charts don't dip to zero. |
| Free / preview exclusion method | excluded | Free and preview variants spike then vanish (misleading). Excluded from launch/fade/head-to-head analysis. |
| China vs West classification | by lab origin | DeepSeek/Qwen/MiniMax/Moonshot/Z.ai/Xiaomi/Tencent/StepFun/ByteDance = China; OpenAI/Anthropic/Google/xAI/Meta/Mistral/Microsoft = West. Stealth/unknown (OpenRouter's Owl) excluded. |