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 differ...