@rauchg: Some model insights based on @vercel AI Gateway data On June 27, Anthropic + OpenAI + Google hit an all-time high of co…
Summary
A thread by @rauchg shares data from Vercel AI Gateway showing that on June 27, Anthropic, OpenAI, and Google hit an all-time high combined spend share of 97.09%, while open model spend has recently declined to an all-time low.
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Cached at: 07/21/26, 10:51 PM
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. https://t.co/Efy5SHbWQ1
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.
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
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.
Source of the data freely available under CC BY 4.0 license:
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