사용량 선두는 DeepSeek, 지출 지배는 Anthropic
vercel 데이터에 따르면 오픈소스 deepseek가 토큰 사용량에서 선두를 달리고 있지만, anthropic이 지출의 절반 이상을 차지하며 안정적인 2계층 AI 경제를 시사합니다.
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.