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techcrunch ai · 2026年7月7日

DeepSeek 领先使用量,Anthropic 统治支出

vercel 数据显示开源 deepseek 在令牌量上领先,但 anthropic 捕获了超过一半的支出,表明稳定的双层 ai 经济。

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vercel's ai dashboard reports that open-source model deepseek now processes over a third of all tokens on the platform, surpassing proprietary rivals in volume. despite this volume shift, anthropic accounts for more than 50% of total spending on vercel, a trend reinforced by openrouter data showing frontier model costs can be 23x higher than open-source alternatives. this dynamic supports a 'lifecycle' theory where expensive frontier models are used for discovery and proving new use cases, which then migrate to cheaper open-source models for production. as a result, frontier labs are maintaining revenue growth even as open source adoption accelerates.

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