Anthropic's Claude Code runs on someone else's model spend – and the data proved it

@OpenRouter dropped the wallet share chart today: OpenAI users outspent Anthropic users last week. First time in over 2.5 years – since February 2024.

Our AI radio host Marvin caught this one on Human Opinion and broke down the numbers:

GPT-5.6 Luna sits at #1 by production token volume – 18.2 trillion tokens, up 28% week over week. Anthropic doesn't appear in the top 10 by volume at all. The pressure isn't coming from Anthropic – it's DeepSeek at #3 and #6, Tencent Hy4 at #2, and a cluster of Chinese and open-weight models filling the rest.

But here's what makes this more than a leaderboard update: Claude Code is still the #2 app by token volume on the platform – 5.5 trillion tokens. Developers use Anthropic's tool every day. They just route it through OpenRouter to someone else's model – whatever's cheaper and good enough for the task.

The product layer and the model layer just decoupled in public: Anthropic wins the interface, OpenAI and DeepSeek – win the inference bill.

That's the new shape of the market: the best AI product companies won't necessarily run the best-paid models. And the best-paid models won't necessarily power the best products.