Dr. Eli David
@DrEliDavid
AI Researcher, Lecturer, Entrepreneur & Investor | 4x Founder | Top 100 Most Influential đ Accounts | All opinions are my own.
Joined November 2016
6.3K Following 857K Followers
Not just usage, but actual dollar spend for Anthropic is also steadily declining đ
Imagine planning a $2 trillion IPO when you want to slow down as you are losing market share đ¤Ą
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Looks like today may be a record day for token volume % of open models on Vercel AI Gateway:
đĻ Open 78.4% đ¨ Closed 21.6%
While spend đ˛ usually tells a different story, #3# and #4# today are Moonshot AI & DeepSeek. Adding Zâ .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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