Open Source AI Share Jumps to 62% as Token Spend Splits Three Ways
ai · x · 2026-08-24
Data from Vercel shows open-source AI's token share surged from 28% to 62% in two months, capturing share from OpenAI and Anthropic. Christian Catalini predicts a three-way split for future token spend/value: 1) Cheap generalist open weights (high volume, low spend share); 2) SOTA specialist models combining enterprise proprietary context with open weights (highest spend); 3) SOTA generalist closed labs (low volume). He suggests OpenAI and Anthropic must convince enterprises to build specialist models with them to justify valuations.
Related event: Vercel Data: Open-Weights Token Share Doubles to 62% in Two Months(11 posts)→
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