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🏁 I animated the token 💰 spend race, from ~lifetime Vercel AI Gateway usage, which aggregates trillions of tokens from millions of developers a month. Fascinating to see the fluctuations among the labs, Anthropic's dominance, and the rise of open weight AI.

256,009 Aufrufe • vor 3 Monaten •via X (Twitter)

41 Kommentare

Profilbild von Hybrid 🏃🏾
Hybrid 🏃🏾vor 3 Monaten

I’m suprised by Google tbh

Profilbild von Guillermo Rauch
Guillermo Rauchvor 3 Monaten

Google is a quiet killer, because their models make economic sense to people. Even if @x is not excited about them as much (or at least in my bubble)

Profilbild von Hybrid 🏃🏾
Hybrid 🏃🏾vor 3 Monaten

@X We are in a similar bubble. My entire timeline isn’t excited at all. Hell neither am I. Not sure what I’m missing here other than from and economic standpoint. IMO OpenAI is the better route from and economic stand point balanced by actual quality.

Profilbild von Anatolii
Anatoliivor 3 Monaten

would be funny to add events like "Anthropic outage" and see people get auto rerouted to OpenAI or whatever :D that's the whole point of AI gateway right

Profilbild von Guillermo Rauch
Guillermo Rauchvor 3 Monaten

We have several token origins for Anthropic's models, so in practice it's almost never offline. (And we recently shipped routing rules in case a model gets retired!)

Profilbild von Andrew Qu
Andrew Quvor 3 Monaten

tunes mixed by dj G

Profilbild von Guillermo Rauch
Guillermo Rauchvor 3 Monaten

By @suno actually 😂 it's awesome

Profilbild von Maverick
Maverickvor 3 Monaten

Interesting that you chose token spend. Just because Anthropic charges an arm and a leg doesn’t mean it’s good. This is the graph of token volume. People are doing a lot more work with other models.

Profilbild von LittleBill902
LittleBill902vor 3 Monaten

So confused as to why people are using Google models…

Profilbild von Abhijit
Abhijitvor 3 Monaten

@dhruv_rathee ye bhi copy krle

Profilbild von Arnav Gupta
Arnav Guptavor 3 Monaten

This is in number of tokens or dollar spent ?

Profilbild von Arman
Armanvor 3 Monaten

Who was saying Google models are not used anymore 😁

Profilbild von Gurbinder
Gurbindervor 3 Monaten

google openai fighting for their life

Profilbild von Deni
Denivor 3 Monaten

Why is Anthropic so far ahead?

Profilbild von SubhashKashyap
SubhashKashyapvor 3 Monaten

@naaavinash

Profilbild von Jathin Pranav Singaraju
Jathin Pranav Singarajuvor 3 Monaten

sick

Profilbild von Aditya B
Aditya Bvor 3 Monaten

Am curious, which open weigh model is being used most?

Profilbild von Sanej Bandgar
Sanej Bandgarvor 3 Monaten

can you share by modality as well

Profilbild von Thomas Guthrie
Thomas Guthrievor 3 Monaten

bragging about how many tokens your agent chewed through is the 2026 version of bragging about your AWS bill 😆 super interesting graphic though

Profilbild von no name
no namevor 3 Monaten

Who is using google? I thought it would have been OpenAI and Anthropic

Profilbild von shawn
shawnvor 3 Monaten

what % do you estimate Open Weight will be at the end of 2026?

Profilbild von Andres FYI
Andres FYIvor 3 Monaten

The bump/fall is like crypto between providers

Profilbild von BullBear.News
BullBear.Newsvor 3 Monaten

Anthropic's dominance is just devs burning tokens trying to fix a broken Webpack config 🙃

Profilbild von Friendly Neighborhood Shaman
Friendly Neighborhood Shamanvor 3 Monaten

You look like the type to enjoy listening to an alt-right podcast as you furiously jerk off to anime hentai, feeling guilty for being an edgelord but too addicted to all of it to quit.

Profilbild von Matt Teixeira
Matt Teixeiravor 3 Monaten

@rauchg token numbers or $$$?

Profilbild von Yahav Ohana
Yahav Ohanavor 3 Monaten

anthropic dominating makes perfect sense. it’s literally just the collective token burn of every developer yelling at cursor to fix a broken build at 2 AM.

Profilbild von Vandos ❓
Vandos ❓vor 3 Monaten

Anthropic dominates token spend. OpenAI and Google tied. Open weight at 0.7%. Token spend is the real benchmark—and the market is voting with its wallet.

Profilbild von Ariel Lipschutz
Ariel Lipschutzvor 3 Monaten

Guille, el martes juega Argentina. Cámbiame el horario del workshop de eve, please 🙏

Profilbild von Mirek Mencel
Mirek Mencelvor 3 Monaten

It would be interesting to see similar stats from Cursor team. Composer 2.5 is a great cost-efficient daily driver and I sometimes wonder how many people know about it.

Profilbild von Shawki Sukkar
Shawki Sukkarvor 3 Monaten

It would be great if you could publish the categories by company.

Profilbild von Guillermo Rauch
Guillermo Rauchvor 3 Monaten

You mean of the consumers of tokens?

Profilbild von Shawki Sukkar
Shawki Sukkarvor 3 Monaten

I mean a breakdown of the customers by industry for each AI provider - which kinds of companies are using Anthropic vs. OpenAI vs. Google? very curios about the Google one.

Profilbild von Dhananjay Bhirud
Dhananjay Bhirudvor 3 Monaten

Which models are being used the most? Any surprises in the top 3?

Profilbild von Puzzle Paws
Puzzle Pawsvor 3 Monaten

man, 1.6% for open weight is rough. all this open source comeback talk and i'm just seeing a rounding error. developers vote with their wallets, not their GitHub stars.

Profilbild von Bernhard
Bernhardvor 3 Monaten

To work with Google model you either use openrouter or Vercel, because the native API key and budget management in Google is poorly made.

Profilbild von Abdulmuiz Adeyemo
Abdulmuiz Adeyemovor 3 Monaten

Interesting

Profilbild von BullBear.News
BullBear.Newsvor 3 Monaten

Anthropic earned it. Claude Code and Cursor are the only reasons my token bill is scary right now. 💸

Profilbild von Jan Hecker
Jan Heckervor 3 Monaten

Just played around with Gemini and oh boy... how bad is this model - compared to any of Claude's models? It's like GPT 3 vs 5.

Profilbild von Garth Scaysbrook
Garth Scaysbrookvor 3 Monaten

Did not expect Anthropic to dominate like that. Interesting. 🤔

Profilbild von 卖飞哥 🐊(互 F 🤝 学习)
卖飞哥 🐊(互 F 🤝 学习)vor 3 Monaten

代币消耗比单纯看模型热度更接近真实开发需求。实验室份额波动说明应用层在快速试错,开源模型的存在感也会继续增强。

Profilbild von Thomas Schulz
Thomas Schulzvor 3 Monaten

wow google api use is so much higher than i thought. the fact that they left off ahead of openai is wild to me. was also certain that OAI retook the lead after May 2026. x is really a bubble

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