Factory

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 19, 2026 by Matan Grinberg · said 6 times in 2 episodes since 2024 · across every show →

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brought up most by Molly O'Shea (5), Grace Isford (1)

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Everything said about Factory, oldest first

Jul 19, 2026 bullish
Assertion Not checkable as stated
Grinberg: Enterprise open model token share surged past 10% by May
“At the beginning of the year, we saw enterprises were using less than one percent open models, like less than one percent of their tokens were going to open models. Then in around March, it kind of crossed that one percent threshold. And then in May, it crosse…”
Matan Grinberg Jul 19, 2026 ▶ 21:48 AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
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