Rohan Paul· @rohanpaul_ai · X·· 2026-09-17AI 评分61
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Mozilla 发布 91 页报告称开源权重模型仅落后前沿约 4 个月;8 月 OpenRouter 按 token 量计前 10 模型中 8 个为开源权重、7 个为中国造,DeepSeek 成为首个在周请求数上居首的开源模型。
正文 · 原文
Open-weight AI is no longer a capital-light alternative: DeepSeek, Moonshot, and Z .ai alone have raised about $21B, with each now funded at multi-billion-dollar frontier-lab scale.
Mozilla just published a 91-page report and it says open-weight AI is now only about 4 months behind the frontier. - 8 of OpenRouter's 10 most-used models by August token volume were open-weight, and 7 were Chinese-built, while DeepSeek became the first open model to lead the platform in weekly requests. - However, the economics are almost upside down. Open models handled roughly 20% of measured OpenRouter usage but captured only about 4% of model-layer revenue in the cited 2025 window. Mozilla attributes much of that mismatch to pricing, with closed models costing roughly 6x more per call at about 90% capability parity. The comparison shows why high usage does not necessarily translate into high revenue when one class of models is dramatically cheaper. Mozilla also warns that the revenue measurement is older than its 2026 usage data, so the current revenue split may be different. - Open models are spreading faster than they reach production: 79% of surveyed developers use them, but only 51% of open-model deployments reach production versus 63% for closed models. - DeepSeek showed that a new pretraining run may no longer be necessary for a major capability jump, gaining roughly 10 index points and then another 8 through post-training passes. -Even model diversification may provide less protection than assumed: Kimi K3 and Claude Fable 5 had a 0.72 per-task failure correlation, meaning supposed backup models often fail on the same problems.在 X 查看被引用的帖子
来源:Rohan Paul · x.com