The actual OpenRouter data says otherwise.[1] Right now, Google leads with only 28.4% marketshare. Anthropic (24.7%), Deepseek (15.4%), and Qwen (10.8%) are the runners-up.
If this were winner-take-all market with low switching costs, we'd be seeing instant majority market domination whenever a new SOTA model comes out every few weeks. But this isn't happening in practice, even though it's much easier to switch models on OpenRouter than many other inference providers.
I get the perception of "winner-take-all" is why the salaries are shooting up, but it's at-odds with the reality.
If this were winner-take-all market with low switching costs, we'd be seeing instant majority market domination whenever a new SOTA model comes out every few weeks. But this isn't happening in practice, even though it's much easier to switch models on OpenRouter than many other inference providers.
I get the perception of "winner-take-all" is why the salaries are shooting up, but it's at-odds with the reality.
[1] https://openrouter.ai/rankings