Core Insights - The report reveals that AI is undergoing a significant revolution, characterized by a shift from traditional models to reasoning models that can think and plan in multiple steps [3][11][12]. Group 1: OpenRouter and Its Importance - OpenRouter is likened to "Meituan" in the AI world, connecting over 500 million developers to more than 300 AI models, making its data highly credible [5][6]. - OpenRouter's daily token processing volume has surpassed 1 trillion, indicating a rapid growth from approximately 100 trillion tokens annually from early 2024 to mid-2025, marking a tenfold increase [8][6]. Group 2: Reasoning Revolution - The report identifies a "reasoning revolution," where AI models evolve from simple response machines to complex reasoning machines capable of multi-step thinking [11][12]. - The launch of OpenAI's o1 reasoning model (codename Strawberry) is a pivotal event, as it incorporates internal reasoning processes that enhance its problem-solving capabilities [18][19]. - Users are increasingly engaging in complex tasks, leading to longer prompts and more dialogue rounds, indicating a shift towards training AI for intricate tasks [20][21][23]. Group 3: Agentic AI - Agentic AI represents a transformation where AI can autonomously plan, execute, and verify tasks, moving from passive response to active engagement [27][30]. - The report highlights that agentic reasoning is the fastest-growing behavior on OpenRouter, indicating a shift in user expectations from simple answers to task completion [34][35]. Group 4: Rise of Open Source Models - Open source models, particularly from Chinese teams like DeepSeek R1 and Kimi K2, are rapidly gaining market share, challenging the dominance of closed-source models [44][47]. - DeepSeek R1 offers significant cost advantages, with a cost of $0.003 per 1K tokens compared to $0.03 for GPT-4, making it attractive for developers [52]. Group 5: Real-World AI Usage - The primary applications driving token usage are creative writing and programming, with AI becoming indispensable for developers [71][72]. - Users are not merely relying on AI for content generation but are engaging in co-creation, indicating a shift in the role of AI from a tool to a creative partner [77][78]. Group 6: Model Personality - Users' choices of AI models are influenced by the "personality" of the models, which affects user retention and engagement [88][95]. - The report suggests that models with unique personalities can outperform those with higher benchmark scores in terms of user loyalty [96][100]. Group 7: Implications for the Chinese AI Industry - The success of Chinese models like DeepSeek R1 and Kimi K2 in the global market indicates that they have competitive capabilities [109]. - The report emphasizes the importance of focusing on reasoning and agentic capabilities as key technological directions for the Chinese AI industry [115].