Rohan Paul· @rohanpaul_ai · X·· 2026-09-20AI 评分54
AI 导读
Rohan Paul 转引 @rauchg 数据称 Vercel AI Gateway 上开源模型 token 占比或创纪录地达 78.4%，闭源为 21.6%。
正文 · 原文
Now you see the problem for closed labs, or probably why they are delaying their IPO to 2027,
🟦 Open 78.4% 📷 Closed 21.6%
Open models don’t need to own the frontier to threaten frontier labs.
They just need to become the default for everything that doesn’t require the frontier.
Also, open models don’t need their margins to win, they just need their traffic.
Looks like today may be a record day for token volume % of open models on Vercel AI Gateway: 🟦 Open 78.4% 🟨 Closed 21.6% While spend 💲 usually tells a different story, #3 and #4 today are Moonshot AI & DeepSeek. Adding Z.ai, their combined spend surpasses OpenAI (#2). (Do note that's the spend for inference of the model across providers (mostly in the US), not revenue going directly to the open weight labs.)在 X 查看被引用的帖子
来源：Rohan Paul · x.com