Open models hit 78% of Vercel token volume; Chamath predicts top 3 models will be open source
markjeffrey · x · 2026-09-20
Chamath predicts the top three models will all be open source within 12 months, with American clouds as the economic winners (Nebius, Baseten, Together, Fireworks).
Quoted data from rauchj: open models hit a record 78.4% of token volume on Vercel AI Gateway; by spend, Moonshot AI and DeepSeek are #3 and #4, and together with Z.ai their combined spend surpasses OpenAI (#2) — noting that's inference spend across providers, not revenue to open-weight labs.
Related event: Open-Weight Models Hit Record 78.4% of Tokens on Vercel AI Gateway(10 posts)→
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