Baker claims Anthropic is losing market share to OpenAI, open source, and Grok while still posting exceptional growth numbers.
“On the margin, Anthropic is losing share to OpenAI, to open source, and to Grok, and they're still growing so fast the numbers are still exceptional.”
Open-source AI models have more than doubled their market share at Vercel from 28% to 62% over two months, even as OpenAI and Anthropic usage accelerated.
“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”
Open-source AI models have more than doubled their market share at Vercel from 28% to 62% over two months while OpenAI and Anthropic usage also grew.
“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”