가입 후 초대 링크를 공유하면 동영상 재생 및 초대 보상을 받을 수 있습니다.

Karim Mattar
@MattarARK
AI Research Associate @ARKInvest | AI, Cloud & Semis | Research x Automation | | Disclosure:
가입 September 2024
250 팔로잉 중    6.8K 팬
Three open-weight labs grew monthly dollars spent on their models 10x or more on @OpenRouter so far in 2026. Closed models grew slower from much higher bases. The interesting constraint isn't "open is winning." It's that router spend is revealing preference under real prices - and the open stack is compounding from a small base while closed is still the wallet but not the growth curve. Falsifier: if closed models reclaim the growth rate into Q4 while open stays flat, this was a base-effect print. If open keeps 10x-class growth with rising absolute dollars, the mix shift is real.
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Three key open-weight labs have seen monthly dollars spent on their models grow by 10x or more so far in 2026. The closed models have seen comparatively slower growth in spending, though from much higher starting points.
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