Guillermo Rauch @rauchg

Spend of OpenAI vs Anthropic vs Open (Vercel AI Gateway, last 2 months) • Anthropic still #1 in spend, but went 69% → 40% • OpenAI: 10% → 24% in spend • GPT-6 Astra + GPT 5.6 Sol are ripping • OpenAI now leads in tokens # • Kimi K3 + DeepSeek took ~half of Anthropic's loss • Opus 5.5 is up to 10% of spend in 2 days • OpenAI is 62% of image generations Watch here: https://t.co/Gu7D9d7M8w