Token usage beginning to tip towards open models. Ollama’s @jmorgan and Peter Fenton predict that a supermajority of tokens in the future wi…

Token usage beginning to tip towards open models. Ollama’s @jmorgan and Peter Fenton predict that a supermajority of tokens in the future will be from open models. Is compute scarcity masking the real economics of AI? interesting point from @peterfenton: open-weight models are still complex to run well. For now, the big labs have the bundle: model + compute + reliability + access... and thus pricing power. But if compute supply loosens and …

Source: Ollama (X) | 2026-07-10