Chamath Palihapitiya
@chamath
Social Capital
8090
God is in the details.
Joined April 2007
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Wow. Go open source!!
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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