inference-market

有人用 Opus 将 OpenRouter 公开的 token 统计数据换算为收入数据，估算其年化推理收入约 15 亿美元，占全球推理市场约 1%；本周 Anthropic 占总支出的 36%，OpenAI 占 18%，开放权重模型占 26%。

Apoorv Agrawal from Altimeter Capital explains why they are doubling down on their investment in Baseten, arguing that inference will become the largest market and that post-trained open source models offer the best combination of capability, cost, and control.