DeepSeek’s October 17 update to its V4.1-Flash-1017 large language model triggered an 801% surge in weekly token volume on OpenRouter, propelling the lab to roughly 26.5% request share and clear leadership for the week ending October 26. Aggressive pricing well below U.S. competitors, combined with gains in reasoning, coding, and vision tasks, drove developer migration from prior versions and broader adoption of its open-weight releases. Chinese labs overall captured nearly half of platform traffic, underscoring cost-performance advantages that favor high-volume workloads. While the 99.9% implied probability reflects this momentum, a sudden competitor release, DeepSeek service outage, or rapid shift in routing preferences could still narrow the gap before resolution.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · UpdatedView resolved













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