open models

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

Everything said about open models, oldest first

Jul 19, 2026 bullish

Prediction Not checkable as stated

Grinberg: 90% of AI tokens will use open models within 12 months

“My hottest take is that in the next 12 months, 90% of tokens will be going to open models.”

Matan Grinberg Jul 19, 2026 ▶ 21:05 AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea

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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open models

Everything said about open models, oldest first

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