Open-weight models hit 78.4% of token volume on Vercel AI Gateway
GaryMarcus · x · 2026-09-19
Vercel CEO Guillermo Rauch shared AI Gateway stats: 78.4% of that day's token volume came from open-weight models, vs 21.6% closed.
Spend usually tells a different story, but Moonshot AI and DeepSeek ranked #3 and #4 by spend; combined with Z.ai, their total surpasses OpenAI (#2). He notes this is inference spend across providers (mostly US), not revenue going directly to the open-weight labs. Gary Marcus quote-posted it to mock Dario Amodei's reported $2T IPO plans.
Related event: Open-Weight Models Hit Record 78.4% of Tokens on Vercel AI Gateway(10 posts)→
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