开源AI的代币份额增长表明其在AI基础设施需求中的重要性，值得关注其发展动态。
开放模型代币份额从28%增长至62%，多代理系统模式在多个领域被广泛采用，子代理在代币使用中占主导地位。开源AI在降低模型层利润的同时，对AI基础设施需求产生积极影响。开放源代码代币的生产成本与前沿代币相当，预计最终封闭、前沿代币将占经济价值的60-90%，但仅占代币的15-25%。
It's one data point, but I think token share for open models will continue to rise. You can get mo...
It's one data point, but I think token share for open models will continue to rise. You can get more insights by looking more closely at the multi-agent systems/patterns being adopted across domains. A supervisor leads a bunch of execution subagents (frontier open models work beautifully here). This is one of the most effective and widely used patterns today, where subagents dominate token use (which you can get from frontier open models at a much better price and efficiency). This trend will continue. There really is no point in using a Fable 5 for everything, where cheaper models will do just fine and at a faster and cheaper rate. Gavin Baker @GavinSBaker More data than open-source AI is taking share from OpenAI and Anthropic. Open source has gone from 28% token share to 62% token share @vercel over the last 2 months. Chart from @rauchg Super impressive given that the sum of OpenAI and Anthropic accelerated in July. So net token/AI infra demand accelerated even more than the acceleration we saw at the frontier. And suspect Grok growing even faster than open-source and we saw some of this in the @tryramp data. Open-source AI taking share is positive for AI infrastructure demand as it lowers margins at the model layer and an open-source token costs just as much compute to produce as a frontier token. Nothing about open-source AI inference is “free.” Most likely end state IMO is that closed, frontier tokens are 60-90% of economic value but only 15 to 25% of tokens. 🔗 View Quoted Tweet 💬 12 🔄 1 ❤️ 15 👀 2505 📊 10 ⚡