What is Vercel?

Open-weight model token share on Vercel's AI gateway surged from 28% to 62% in two months, while closed models fell from 72% to 38%.

“In terms of the share of tokens used, on June 24th, a couple of months ago, closed model tokens represented around 72% while open model tokens represented around 28%. Two months later, that ratio has largely flipped, with closed at 38% and open up to 62%.”

OpenRouter and Vercel represent a tiny fraction of total AI token volume but are disproportionately influential because they are the primary data sources used to estimate AI lab market share, making them a lever for lab marketing.

“Despite being a very small portion of OpenAI's total token volumes, Open Router and Verscell are disproportionately impactful because they are two of the main data sources everyone uses to estimate AI lab and model market share.”

How a Roblox cheat download at a small AI startup cascaded into a Vercel security breach via Google OAuth, illustrating supply-chain risk in developer toolchains.

“There's an employee at this company called Context.AI. And it's one of those provide context to your AI companies that downloaded a Roblox cheat software. And that Roblox cheat software was infected with some kind of backdoor. then that company became fully compromised. And someone at Vercel installed Context.AI through Google OAuth on their workspace. And then they had an entry through Context into Vercel.”

Guillermo Rauch on Kimi K3 outperforming Fable in real-world web engineering evaluation.

“Kimmy K3 is the best performing model ahead of Fable, reaching a comparable success rate in less time.”