OpenAI, Anthropic and Google fall to 83.29% of model spend as Moonshot surges 8.4x
teortaxesTex · x · 2026-07-22
- Guillermo Rauch’s Vercel AI Gateway data suggests closed-model spend share has fallen sharply.
- On 2026-07-21, the combined share of OpenAI + Anthropic + Google hit a new low of 83.29%, down from an all-time high of 97.09% on 2026-05-27.
- The biggest mover mentioned is Moonshot (Kimi), which reportedly rose from 0.60% to 5.06% in a week — an 8.4× increase — and grew spend 114.4% day over day.
- The post frames this as a broader shift in where model spend is going, with open and non-Western models taking more share from the big closed providers.
Related event: Closed-Source Model Shares Drop as Moonshot Surges(2 posts)→
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