Curious if this kimi moment is net growth (jervons paradox - abundance = more consumption) or just people shifting to cheaper model

Is there a good source for total token consumption between the various labs / openrouter / etc?

If this was about shifting to cheaper models I think people would be going to DeepSeek for the v4 Flash. Kimi's latest is more expensive than most other Chinese models so I'd say this is more a wagonist "hey this new model really rocks; y'all gotta check it out!". Question is how much it'll stand up under the scrutiny. And those US labs are probably getting pretty nervous.