Matthew Berman
@MatthewBerman
The future is bright.
Joined June 2007
717 Following 140.7K Followers
Open source will dominate token volume but frontier will accrue the value.
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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