Industry
“Most likely end state IMO is that closed, frontier tokens are 60-90% of economic value but only 15 to 25% of tokens.” Apple iPhones are abo…
“Most likely end state IMO is that closed, frontier tokens are 60-90% of economic value but only 15 to 25% of tokens.” Apple iPhones are about 20% of the world’s total smartphone shipments, but half o
“Most likely end state IMO is that closed, frontier tokens are 60-90% of economic value but only 15 to 25% of tokens.” Apple iPhones are about 20% of the world’s total smartphone shipments, but half of the entire industry’s total revenue, and about 80% the operating profits. More data than open-source AI is taking share from OpenAI and Anthropic. Open source has gone from 28% token share to 62% token share @vercel over the last 2 months. Chart from @rauchg Super impressive given that the sum of OpenAI and Anthropic accelerated in July. So net token/A…
Source: Sonya Huang (X) | 2026-08-23