AI 导读
Mozilla 发布 91 页报告称,开放权重模型约占 OpenRouter 用量的 20%,却只获得约 4% 的模型层收入,原因在于闭源模型单次调用价格约高 6 倍,而能力约 90% 持平。报告称 8 月 OpenRouter token 用量前十的模型中有 8 个为开放权重、7 个来自中国,DeepSeek 成为首个在周请求量上登顶的开放模型。报告还提醒收入测量窗口早于 2026 年用量数据,当前收入分成可能不同。
正文
Open models were already taking ~20% of OpenRouter usage but only ~4% of model-layer revenue.
because closed models cost roughly 6× more, but at about 90% capability parity. https://t.co/t1KEnKj0Yt https://t.co/eqw4vI3L9k
Mozilla just published a 91-page report and it says open-weight AI is now only about 4 months behind the frontier. - 8 of OpenRouter's 10 most-used models by August token volume were open-weight, and 7 were Chinese-built, while DeepSeek became the first open model to lead the platform in weekly requests. - However, the economics are almost upside down. Open models handled roughly 20% of measured OpenRouter usage but captured only about 4% of model-layer revenue in the cited 2025 window. Mozilla attributes much of that mismatch to pricing, with closed models costing roughly 6x more per call at about 90% capability parity. The comparison shows why high usage does not necessarily translate into high revenue when one class of models is dramatically cheaper. Mozilla also warns that the revenue measurement is older than its 2026 usage data, so the current revenue split may be different. - Open models are spreading faster than they reach production: 79% of surveyed developers use them, but only 51% of open-model deployments reach production versus 63% for closed models. - DeepSeek showed that a new pretraining run may no longer be necessary for a major capability jump, gaining roughly 10 index points and then another 8 through post-training passes. -Even model diversification may provide less protection than assumed: Kimi K3 and Claude Fable 5 had a 0.72 per-task failure correlation, meaning supposed backup models often fail on the same problems.在 X 查看被引用的帖子
来源:@rohanpaul_ai · x.com