When you can download a frontier-grade model for cents, the model is no longer the moat. What you build around it is.
The market is moving fast. Open models now account for 36% of tokens through Vercel’s AI gateway, and the average price per token fell more than 13% last month alone. The proliferation of capable models means enterprises can increasingly route workloads across cheap, swappable models rather than bet the company on one vendor.
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