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Tomer Tunguz 博客(VC 分析)· Tomasz Tunguz·· 2026-06-02精选AI 评分61

开放模型的繁荣生态

The Thriving Ecosystem of Open Models

AI 导读

根据OpenRouter平台数据,自2025年以来,开放模型使用量显著增长。最新数据显示,开放权重模型产生了69.1%的token使用量,闭源模型为30.9%。新模型的发布会吸引开发者测试,推动token使用量达到新的平台期。开放模型市场内部竞争激烈,领导地位频繁更迭,如DeepSeek的早期优势在2025年末至2026年初被MiniMax与Kimi模型取代,随后MiMo、Qwen、腾讯Hy3、阿里巴巴及Arcee等模型的发布再次改变了份额格局。尽管开放模型目前仍只占推理总量的一小部分,但激烈的竞争与增长表明,开发者正越来越愿意将生产流量路由至开放模型。

推荐理由

开放模型在OpenRouter上的token份额已到69%,而且每轮新模型发布都会把使用量推上一个台阶,做推理基础设施的应该重视这个信号。

正文 · 原文

In short : Open-weight models reached 69.1% of named model-level OpenRouter token volume in the latest week, while provider leadership fragmented across Anthropic, DeepSeek, Google, OpenAI, & a large long tail.

Competition is a discovery procedure. — Friedrich Hayek

And developers are discovering the value of open models.

OpenRouter offers a useful view into the model market.1 It is not the whole AI economy. But it is close to the API frontier, where developers can switch models quickly, compare price-performance daily, & route each request to the best available option.

Stacked chart of open versus closed model token share on OpenRouter

Since 2025, open models have grown sharply on OpenRouter. In the latest model-level snapshot, open-weight models generated 69.1% of named open-versus-closed token volume. Closed models produced 30.9%.

Open-model demand jumps with launches

New models attract developer attention & large scale testing, after which token use surges. Each new clustered release of different models sustains a new plateau of token volume.

Open-model leadership keeps changing hands

Just as in the closed-model ecosystem, the competition among open models means rapid innovation & leaderboard changes.

DeepSeek’s early lead gave way to MiniMax & Kimi models in late 2025 & early 2026. Later, launches from MiMo, Qwen, Alibaba’s open-weight model family, Hy3, Tencent’s open-weight model release, & DeepSeek reshuffled share again.

Arcee, a US lab focused, makes a strong appearance recently.

Open models still represent a fraction of overall inference, but the thriving competition, increasing usage, & surge of experimentation suggest developers are increasingly willing to route production traffic to them.


  1. Source data: OpenRouter rankings & usage data, analyzed from weekly token-volume snapshots in the OpenRouter analysis dataset. ↩︎

来源:Tomer Tunguz 博客(VC 分析) · tomtunguz.com