Q So we have a very difficult question for you today. What is your hottest take?
A My hottest take is that in the next 12 months, 90% of tokens will be going to open models. Um, now, not all the tokens, and maybe not the most important tokens, but I think, uh, you know, big token has been spewing some propaganda against Chinese models, which is, you know, how they're labeling the open models, um, and I think in fact these open models are incredibly performant, incredibly cheap, incredibly fast, And there is going to be an important use for them in kind of the portfolio of models. I think still the frontier clothes models will have a place, but I think that place will be shrinking at least in token share. Maybe not in cost, but in token share.
AI assessment note: “My hottest take is that in the next 12 months, 90% of tokens”