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Grinberg: Enterprise open model token share surged past 10% by May

Matan Grinberg · AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea · Jul 19, 2026 · at 21:48

Matan Grinberg, co-founder of Factory, shares internal platform usage metrics regarding enterprise adoption of open AI models.

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“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 crossed the 10% threshold.”

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More from Matan Grinberg

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
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