Dr. Eli David(@DrEliDavid):Not just usage, but actual dollar spend for Anthropic is also steadily declining 👇 Imagine planning a $2 trillion IPO when you want to slow down as you are losing market share 🤡

2026.09.20 07:06

Not just usage, but actual dollar spend for Anthropic is also steadily declining 👇 Imagine planning a $2 trillion IPO when you want to slow down as you are losing market share 🤡

Guillermo Rauch@rauchg

2026.09.19 05:48

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.)