OpenRouter 的数据显示,专有模型在路由查询中的占比在数月内从约 60% 降至 25%。其路由系统会把每个请求分配给预计能给出足够答案的最低成本模型,开源模型因此无需用户手动选择就获得用量。
Open-weight models may undermine AI lab revenue while continuing to feed cloud demand.
OpenRouter’s data suggests proprietary models’ share of routed queries fell from roughly 60% to 25% within months. Its routing system directs each request to the lowest-cost model expected to produce an adequate answer, letting open models gain usage without customers selecting them manually.
e.g. AT&T is moving a rapidly growing share of its AI work from proprietary models to cheaper open models, and reports cost savings of up to 80%.
If other large companies follow, OpenAI and Anthropic could lose much of the routine enterprise usage they currently charge for.
FT published a piece
Mark Zuckerberg: Most businesses will not own frontier AI in the way Meta or OpenAI does. But many will end up with something that feels like their own AI: a customized operational layer that reflects how that company actually works. He says, "OpenAI, Google, they're building an AI. But I think we're gonna have a lot of different AI systems, just like we're gonna have, we have a lot of different apps. I think in the future, every business, just like I have a website and a phone number and an email address, a social media account, is also going to have an AI that can interact with their customers to help them sell things, help them give support." --- What he is really describing that a company’s “own AI” will usually not be a frontier model trained from scratch, but a layer built on top of shared models, shaped by its products, policies, customer history, and way of working. Support, sales, and basic operations can be handled through a system that knows the business well enough to answer, route, recommend, and escalate without feeling generic. --- From 'Cleo Abram' YT channel (link in comment)在 X 查看被引用的帖子
来源:@rohanpaul_ai · x.com