Grinberg: 90% of AI tokens will use open models within 12 months
Matan Grinberg · AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea · Jul 19, 2026 · at 21:05
Matan Grinberg is the co-founder of Factory, an AI software engineering platform, speaking at the RAISE Summit in Paris.
0:00 / 0:07exact quote · 7.3s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“My hottest take is that in the next 12 months, 90% of tokens will be going to open models.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Matan Grinberg
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…”