Another look at the open vs closed model shift: Chinese labs Moonshot + DeepSeek + https://t.co/shmYs41Gxk now account for more inference spend than OpenAI on Vercel. and the shift behind the shift: that money not necessarily going to those labs. Fireworks, Together, Baseten and the clouds are serving the models and collecting the $$

English Summary

Another look at the open vs closed model shift: Chinese labs Moonshot + DeepSeek + https://t.co/shmYs41Gxk now account for more inference spend than OpenAI on V

Chinese Summary

Another look at the open vs closed model shift: Chinese labs Moonshot + DeepSeek + https://t.co/shmYs41Gxk now account for more inference spend than OpenAI on V