Anthropic spend on Vercel fell from 69% to 40%
Guillermo Rauch says Anthropic's share of Vercel AI Gateway spend halved in two months while OpenAI more than doubled. If you picked a model provider six months ago, the ground moved under you.
Real money
Rauch says Anthropic fell from 69% to 40% of Vercel gateway spend
Guillermo Rauch posted two months of spend share from Vercel AI Gateway: Anthropic down from 69% to 40%, OpenAI up from 10% to 24%. He says Kimi K3 and DeepSeek took about half of Anthropic's loss, OpenAI now leads on tokens, and Opus 5.5 reached up to 10% of spend in two days.
Kimi K3 + DeepSeek took ~half of Anthropic's loss
Stolen playbooks
Marc Lou built revenue-gated founder chats that unlock as you earn more
Marc Lou rebuilt Jake Mor's revenue-verified chat idea for all payment providers, so founders join groups with people making similar money. Entry requires verified revenue on TrustMRR, and the groups auto-unlock as income rises, measured on the last 30 days of revenue rather than MRR. He says he is currently in there alone.
→ verify your revenue → join chats w/ ppl making the same
What changed under us
Jason Fried says he can build and design software alone again
Jason Fried says that after 15 years of mostly directing other people, he is back to writing and designing software entirely by himself, and calls a team who can each do the same an enormous multiplier. DHH amplified it with one line: the plan was there all along. Neither posted numbers or a shipped result.
My "I can do it myself" muscles had atrophied.