@technooptimist: ⚠️ David Friedberg on the biggest risk factor for Anthropic: "In the last 12 weeks alone token use has flipped from: 80/20 closed vs. open to 80/20 open vs closed I don't think we've ever seen in 12 weeks... in the history of all technology markets, we've never seen anything like this. — David Friedberg on @the all-in podcast #davidfriedberg #allinpodcast #opensource #anthropic #ai
Thats why the major US AI companies want a “Moat” through govt regulation
2026-10-05 23:52:41
93
Ibuystk :
What’s a token
2026-10-06 20:02:33
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lebronjamesIX :
This cannot be accurate lmfao
2026-10-06 02:09:23
22
David Casler :
We just going to talk over each other?
2026-10-05 22:20:08
79
Imagination :
there's no infinite funding. these closed weight companies will need to be profitable to cover back the gzillion dollars spent here and there from the shareholders. and having 100 customers paying 1 million/month won't cut it.
2026-10-06 18:11:54
0
TheFormalFro :
As it should be
2026-10-06 16:08:19
0
andyjackson500 :
Claude opus 5.5 can do things no other model can. Open source isn't even in the same ballpark. Not even remotely the same thing
2026-10-06 04:26:42
4
📈 :
still got my money on anthropic. its undervalued.
2026-10-06 02:20:40
1
TheActualTruth :
But they don’t perform. That is the problem. Navier stokes was not solved by ai. It was already solved
2026-10-06 00:38:26
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Daniel Baldanza :
it would be ironic if open weight models take down open AI that was supposed to be open source
2026-10-06 01:21:06
11
maxwellandersonfat :
Apr to Sept is not 12 weeks...
2026-10-06 02:28:48
2
PrecisionPulseCapital :
3 weeks ago I started transforming all my work onto python with chat GPT. Before that all I used was Claude and chat gpt but now my coding is complete I don’t need the a.i im sure im not the only one.
2026-10-06 02:50:30
3
elltron3000 :
token volume totally, totally irrelevant compared to token revenue. closed is still over 99% of revenue!
2026-10-06 13:30:03
0
Gaymudgeon :
How in the hell does he know private token use?
2026-10-06 01:53:07
3
user7766631221440 :
You guys continue to miss the point of why close models will loose. Companies require sovereign AI tools. Hotel California solutions are a no go. Anthropic and OpenWay will never go public. They will get acquired.
2026-10-06 04:53:40
1
coolvids :
Probably due to Muse . Its an open model with skyrocketing user base
2026-10-06 02:26:22
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Adam❌ :
We’re seeing a MAJORITY of the market move to OPEN. 😎 Great news. Like when the Internet overtook AOL in common usage.
2026-10-06 04:52:08
6
Gwee Jia Han :
Also this is not inclusive of people who are really serious about AI who run local models offline using open weight models. And if open weight keep getting smaller and more efficient, and the hardware improves more and more u gonna see more self hosting. Eventually devices with offline models. Ai as a service doesn't make sense in a 10-15year span of time.
2026-10-06 11:18:54
3
Carter_P :
Keep the market wide open
2026-10-06 00:29:45
5
Bluey :
"people will pay I finity dollars" clearly not 😂😂😂😭😭😭
2026-10-06 19:27:07
1
云淡风轻 :
would u let a model or agent sitting somewhere outside your private network to read your emails n execute tasks? r u comfortable? please share your tots. I m keen to learn. tkd
2026-10-06 04:57:13
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Aleks PhD :
where are tou pulling these numbers from?
2026-10-06 02:44:25
1
Will :
Open weight is where advances will take place. Advances that benefit humanity and cannot be hoarded for use by elite megacorps
2026-10-06 01:06:01
4
nano5015 :
According to some people, the best US model is only about 6 months ahead of Chinese models. This means the best US models, which they try to charge a premium for them, will become free models 6 months from now.🤣
That is not going to work.
2026-10-06 18:10:29
1
Gunks :
what’s the source of the chart?
2026-10-06 14:57:12
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