Open-weight model adoption is accelerating dramatically—rising from 11% to 62% of token volume in four months on Vercel's gateway—reshaping AI economics. Frontier labs (OpenAI, Anthropic) remain highly profitable by capturing high-value workloads, while open models will proliferate via AI application startups, not direct enterprise adoption, making infrastructure and compute arbitrage the real prize.
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Topics: AI (Horizontal) · AI Infrastructure
Published by Saanya Ojha · their site ↗
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