利用量ではDeepSeekが首位、支出ではAnthropicが圧倒
Vercelのデータによると、オープンソースのDeepSeekはトークン処理量で首位だが、支出の半分以上はAnthropicが占めており、安定した二層構造のAI経済を示唆している。
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.