Call-volume #1 is not model #1.DeepSeek 本周把大模型调用量做到全球第一,但调用量第一衡量的是谁的 token 最便宜、最好接入,不是谁的模型最强。

This week DeepSeek topped global AI-model call volume — but that metric measures whose tokens are cheapest and easiest to plug in, not whose model is strongest.
Per OpenRouter's weekly data published on October 26, DeepSeek's V4.1-Flash absorbed 33.6 trillion tokens in one week, up 801% from the week before, taking the global top spot. The free MiniMax M3.1 Flash jumped straight to third. All five highest-volume models worldwide are Chinese; Chinese models together handled 93.54 trillion tokens, beating the US for 26 straight weeks.
That is real distribution, but it answers a distribution question, not a capability one. What surged 801% is a cheap, fast Flash tier, and the third-place model is simply free: developers route huge volumes of low-value calls (batch jobs, an agent's sub-tasks) to the cheapest endpoint, so the token count takes off. Call volume tracks price and ease of access, not which model does the work best.
Reading "#1 in call volume" as "#1 in capability" treats a result as proof of ability. The same day, Moonshot's Kimi throttled and apologized after its sub-task calls burned through users' quota: usage bought with free tiers and subsidies evaporates first when a lab tightens pricing.
The upside for an individual: world-leading, low-cost, even free Chinese models are usable right now, real reachable leverage, so use it. But to judge which model is stronger, look at the result on your own real task, not the leaderboard.
What changes my mind: if these Flash endpoints return to normal pricing and their volume still holds high into late November, then usage was not just subsidy-bought distribution.
Research, not investment advice.
据 OpenRouter 10 月 26 日公布的周数据,DeepSeek 的 V4.1-Flash 一周吞下 33.6 万亿 token,环比暴涨 801%,登上全球调用量榜首;免费的 MiniMax M3.1 Flash 直接冲到第三;全球用量前五清一色是中国模型,中国模型合计 93.54 万亿 token,连续 26 周超过美国。
这是真实的分发,但它回答的是分发问题,不是能力问题。暴涨 801% 的是一个主打便宜快速的 Flash 档,第三名干脆免费——开发者会把海量、低价值的调用(批处理、agent 的子任务)往最便宜的端点上堆,token 计数自然起飞。调用量测的是价格和接入便利,不是哪个模型把活干得最好。
把“调用量第一”读成“能力第一”,就是把一个结果当成了能力的证明。同一天,月之暗面的 Kimi 因为子任务调用过度、额度被白白烧掉而致歉限流——靠免费和补贴买来的用量,在厂商收紧定价时会先蒸发。
对个人实在的一面:现在确实有一批全球顶流、低价甚至免费的中国模型可以直接用,这是真能到手的杠杆,去用。但判断哪个模型更强,看的是你自己那个真实任务上的结果,不是榜单上的调用量。
什么会让我改判:如果这些 Flash 端点恢复常规定价之后,它们的调用量到 11 月底仍稳在高位而不是回落,那用量就不只是补贴买来的分发。
研究,不构成投资建议。
Built on the WAKENEX concept:所用的 WAKENEX 概念: Results alone don't prove capability能力不能由结果单独证明
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