Factory (@FactoryAI) CEO Matan Grinberg (@matanSF) says 'In the next 12 months, 90% of tokens will be going to open models.' Enterprises are…

Factory (@FactoryAI) CEO Matan Grinberg (@matanSF) says "In the next 12 months, 90% of tokens will be going to open models." Enterprises are already shifting rapidly.. "At the beginning of the year, <1% of their tokens were going to open models." "Around March, it crossed 1%... & in May it crossed 10%." "These open models are incredibly performant, incredibly cheap, incredibly fast." While frontier closed models aren't going away: "They'll still have a place, but I think that place will be shrinking—at least in token share." And by the end of 2026? "At least in the enterprise, we'll probably cross the 50% threshold." Media

Source: Clem Delangue (X) | 2026-07-08