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This analysis discusses how recent AI releases from xAI, Alibaba, and Nvidia represent three distinct market strategies—closed API, open-weight, and routing layer—with Nvidia's routing approach potentially building a stronger moat than model leadership.
A developer built a routing layer on vLLM to route simple agent steps to a cheap open-source MoE model (21B active) and hard steps to Opus, reducing costs to $15.60 for a 400-step refactor with 93.4% success rate.