Part 12Open weights set the price
Le Shrub had Chinese models at 66% of token share on September 22.
The Model Is Not the PricePerson
Le Shrub
Le Shrub appears in Part 12 of The Buildout. Part 12: The Model Is Not the Price. Argued in Part 12 (Open weights set the price), Part 12 (Voices that cross sides).
By the numbers
What the stories reported.
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- 57% to 67%Chinese models' share of token usage on OpenRouter by SeptemberAs counted by Michael Spencer, Oct 1, 2026; Le Shrub had 66% on Sep 22 · Part 12
What Le Shrub argued
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Paraphrased and attributed, with the date and a link where one exists. DeepStack keeps no score of who was right; the dated tests do that work in the open.
Part 12 · Open weights set the priceSep 22, 2026
China is gaining ground in AI, with Chinese models now accounting for 66% of token share.
Part 12 · Voices that cross sides
Chinese models at 66% of tokens; Karp's never-IPO call on OpenAI.
In The Buildout
Where Le Shrub appears.
One line per story, from the story itself.
Part 12Open weights set the price
Spencer conceded on September 11 that the Chinese labs' share of token spending remains to be seen; Le Shrub's 66% answered him on volume; the dollar share is still uncounted.
The Model Is Not the PricePart 12Four run-rates, three dates
Spencer reported on September 16 that OpenAI had delayed its listing until next year; Le Shrub, on September 22, relayed Alex Karp's view that OpenAI will never list.
The Model Is Not the Price
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Across the DeepStack reading
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650 claims and 89 texts mention Le Shrub, as of Oct 9, 2026. A count of attention, not a judgment.
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