剑的 AI 实验室 (@swordBluesy) “89% of US enterprise open-model spend now goes to Chinese models, says Menlo Ven” — TopicDigg
剑的 AI 实验室
@swordBluesy
加入 June 2026
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89% of US enterprise open-model spend now goes to Chinese models, says Menlo Ventures. Kimi 61%, DeepSeek 15%, GLM 11%. Open models are 19% of tokens but 4% of spend. Cheap tokens, small wallet share. Who gets the margin? Free Chinese Open Model Price Sheet in the first reply.
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