Open models hit 78.4% of Vercel AI Gateway tokens; DeepSeek and Moonshot spend top OpenAI
realmeetjames · x · 2026-09-21
- rauchg's data: On Vercel's AI Gateway, open-weight models took 78.4% of daily token volume vs 21.6% closed. By spend, Moonshot AI and DeepSeek rank #3 and #4, and combined with Z.ai their inference spend exceeds OpenAI (#2) — though that's inference spend across providers (mostly US), not revenue to the open labs.
- sovereignbrah's take (quoted): Anthropic and OpenAI's doomsday warnings reflect a lost market capture — enterprises don't need pricey near-AGI models when open weights deliver 95% of capability at 1-2% of the price. He argues they underestimated competition, their IPOs are cooked, and they're now pushing a regulatory cartel to ban rivals. Opinion, but paired with the Vercel data it marks a notable shift toward open models in real workloads.
Related event: Open-Weight Models Hit Record 78.4% of Tokens on Vercel AI Gateway(10 posts)→
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