Nathan Lambert: all open model adoption metrics are incredibly imprecise

pstAsiatech · x · 2026-11-05

Nathan Lambert's first open model economy research note on Interconnects asks how big the open model inference market really is versus OpenAI/Anthropic. He argues every available measurement is imprecise: noisy platform metrics, marketing-driven startup numbers, imperfect public evals. He uses open-inference startups Baseten, Fireworks, and Together AI as bellwethers, plus OpenRouter's reported open model token share, while hyperscalers like Bedrock and Azure likely hold major undisclosed share. The dashboard is free; research notes are paid with discounts for policy researchers.

Related event: Nathan Lambert Launches Open Model Economics Dashboard(3 posts)→

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