Summary

Chinese AI models grabbed over 30% of US token use as Beijing weighed curbing access. Anthropic expanded Cowork to mobile and web, Meta launched its first AI image generator on Instagram and WhatsApp, and Xbox's $80B Game Pass bet failed. OpenRouter: Chinese AI models have drawn 30%+ of token use by US companies each week since February 8, peaking at 46%,…

Key takeaways

• Chinese AI models now capture 30–46% of weekly US token usage via OpenRouter—up from 11% a year ago—driven by 60–90% lower costs versus Anthropic and OpenAI, with Beijing simultaneously considering export restrictions on its most advanced models.
• Anthropic expanded Claude Cowork to mobile and web, revealing that 90% of its 1.2M sampled agentic sessions were non-coding tasks, with business process automation (33%) and content creation (16%) dominating usage.
• Xbox's Game Pass strategy collapsed at 30M subscribers versus a 77M target, losing ~$300M in Call of Duty sales alone in 2024, exposing a fundamental flaw: unlike streaming video, most gamers prefer replaying a few favorites over accessing a broad catalog.

Why this matters

The rapid shift of enterprise AI spend toward cheaper Chinese open-weight models—while US labs raise prices and Beijing weighs export controls—creates a critical supply-chain and geopolitical risk that B2B technology buyers and investors must factor into AI vendor strategy now.

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Show notes

Chinese AI models grabbed over 30% of US token use as Beijing weighed curbing access. Anthropic expanded Cowork to mobile and web, Meta launched its first AI image generator on Instagram and WhatsApp, and Xbox's $80B Game Pass bet failed. OpenRouter: Chinese AI models have drawn 30%+ of token use by US companies each week since February 8, peaking at 46%, up from 11% over the previous 12 months (CNBC) Chinese authorities have held meetings with top tech firms about potentially restricting overse

Themes

• anthropic