There's a data point I recently just saw today and I think it's being badly misread, and the misreading matters if you're trying to work out where the AI money goes from here. Vercel's AI Gateway, which routes real production traffic for a lot of developers, showed open weight models hitting about 78% of token volume on September 18, up from roughly 11% in April and 62% in late August. Closed models, the paid APIs from OpenAI, Anthropic and Google, have fallen from around 70% of that volume in J
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