Deirdre Bosa(@dee_bosa):Another look at the open vs closed model shift: Chinese labs Moonshot + DeepSeek + https://t.co/shmYs41Gxk now account for more inference spend than OpenAI on Vercel. and the shift behind the shift: that money not necessarily going to those labs. Fireworks, Together, Baseten and the clouds are serving the models and collecting the $$

Deirdre Bosa

@dee_bosa

Pronounced Dear-dra. Anchor & reporter @CNBC for 15 yrs. Now building something new. still a Leafs fan 🇨🇦

가입 March 2011

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Deirdre Bosa@dee_bosa

2026.09.19 22:35

Another look at the open vs closed model shift: Chinese labs Moonshot + DeepSeek + now account for more inference spend than OpenAI on Vercel. and the shift behind the shift: that money not necessarily going to those labs. Fireworks, Together, Baseten and the clouds are serving the models and collecting the $$