Press Space to continue
This means builders must choose between volume-based open source
Press Space to continue
Open source will dominate token volume but frontier will accrue the value.
Guillermo Rauch@rauchgSep 19
Looks like today may be a record day for token volume % of open models on Vercel AI Gateway: 🟦 Open 78.4% 🟨 Closed 21.6% While spend 💲 usually tells a different story, #3 and #4 today are Moonshot AI & DeepSeek. Adding Z.ai, their combined spend surpasses OpenAI (#2). (Do note that's the spend for inference of the model across providers (mostly in the US), not revenue going directly to the open weight labs.)
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