Tommy
@Shaughnessy119
Early Stage Investor | Founding Partner @Delphi_Ventures | Co-Founder @Delphi_Digital | Host @PodcastDelphi | My Opinions
加入 November 2013
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Open source is aggressively gaining share on the AI side
This will continue
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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