Expired50% confidenceFactExact time
Ramp's economists noted that the decline in token spending is almost entirely driven by competition between OpenAI and Anthropic, with open-source models still accounting for less than 5% of enterprise spending.
1
Sources
50%
Confidence
Short-term (~14 days)
Relevance
10/5/2026
First Seen
This claim has expired. It is kept for the record and no longer describes the current state.
Valid until: 10/19/2026(expired)
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UnverifiedThe blogger infers that OpenAI's previously as-high-as 95% profit margins are being compressed, and this aggressive pricing may mark the end of the AI model subsidy era.73% similarUnverifiedRamp's latest AI Index shows token spending declined 5.2% month-over-month, while token usage is rising.66% similarUnverifiedA real-world case from a Reddit developer showed that after adopting model routing, average costs decreased but p95 tail costs rose instead of falling.65% similarUnverifiedCompanies including DoorDash, Siemens, and Airbnb have begun adopting lower-cost Chinese open-weight models, and in some cases the share of queries directed at closed-source proprietary models has dropped from around 60% at the beginning of the year to one quarter.63% similarUnverifiedOpenAI engineers stated that through new optimization techniques they have found a solution that cuts model inference costs by more than half.61% similar
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