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All-time-low is today at 83.29%. The spend on closed models seems to be in freefall, but it's interesting to look at what exactly is happening. ◾ Over the past week, Moonshot (Kimi) went from 0.60% → 5.06%, an 8.4x increase. Today it grew its spend by 114.4% d/o/d
remarkable Moonshot is the first model that threatens *spending* on Western closed source, not just token volume. That's because it's expensive, verbose and yet great.
◾ Google is the biggest casualty of the fall from 97.09% US spend peak to today's low of 83.29%. The big winners: Moonshot + Z + StepFun + DeepSeek. OpenAI has won, but is down from its ATH of 25.17% of spend in June.
Some model insights based on @vercel AI Gateway data 🧵 On June 27, Anthropic + OpenAI + Google hit an all-time high of combined spend share at 97.09%. Open models spend was barely a thing. The all-time low? The past 5 days.
Source of the data freely available under CC BY 4.0 license: https://vercel.com/changelog/open-data-and-shareable-charts-for-ai-gateway-leaderboards
◾ Moonshot has been gaining while Anthropic and their http://Z.ai peer (GLM) has been losing over the past 7d. Is this Kimi K3's initial excitement or a durable trend? To be seen 🍿!
◾ Google is the biggest casualty of the fall from 97.09% US spend peak to today's low of 83.29%. The big winners: Moonshot + Z + StepFun + DeepSeek. OpenAI has won, but is down from its ATH of 25.17% of spend in June.