More data than open-source AI is taking share from OpenAI and Anthropic. Open source has gone from 28% token share to 62% token share @verce…

More data than open-source AI is taking share from OpenAI and Anthropic. Open source has gone from 28% token share to 62% token share @vercel over the last 2 months. Chart from @rauchg Super impressive given that the sum of OpenAI and Anthropic accelerated in July. So net token/AI infra demand accelerated even more than the acceleration we saw at the frontier. And suspect Grok growing even faster than open-source and we saw some of this in the @tryramp data. Open-source AI taking share is positive for AI infrastructure demand as it lowers margins at the model layer and an open-source token costs just as much compute to produce as a frontier token. Nothing about open-source AI inference is “free.” Most likely end state IMO is that closed, frontier tokens are 60-90% of economic value but only 15 to 25% of tokens.

Highly performant open weights frontier models such as Kimi are a competitive threat to OpenAI & Anthropic, but probably for everyone else t…
How? Instead of closed-source frontier labs running the same training runs in secret and siloes, open science and open-source AI allows them…
🚨 BREAKING — Anthropic investors worry Dario Amodei’s AI doom marketing could hurt its upcoming IPO. “He’s more of a religious leader than …

Source: Yann LeCun (X) | 2026-08-23

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