@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

The Techno Optimist
The Techno Optimist
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Monday 05 October 2026 22:08:38 GMT
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justinjohns270
Freddy :
Thats why the major US AI companies want a “Moat” through govt regulation
2026-10-05 23:52:41
93
ibuystk
Ibuystk :
What’s a token
2026-10-06 20:02:33
0
lebronjamesix
lebronjamesIX :
This cannot be accurate lmfao
2026-10-06 02:09:23
22
david.gregory.casler
David Casler :
We just going to talk over each other?
2026-10-05 22:20:08
79
drgm87
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
TheFormalFro :
As it should be
2026-10-06 16:08:19
0
andyjackson500
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
chartsgoingup
📈 :
still got my money on anthropic. its undervalued.
2026-10-06 02:20:40
1
mitchroberts832
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
0
danielbaldanza
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
maxwellandersonfat :
Apr to Sept is not 12 weeks...
2026-10-06 02:28:48
2
precisionpulsecapital
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
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
Gaymudgeon :
How in the hell does he know private token use?
2026-10-06 01:53:07
3
andresecarvallo
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
weirdstuff2020
coolvids :
Probably due to Muse . Its an open model with skyrocketing user base
2026-10-06 02:26:22
0
shinkaze
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
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
ctothepierce
Carter_P :
Keep the market wide open
2026-10-06 00:29:45
5
blueyaus89
Bluey :
"people will pay I finity dollars" clearly not 😂😂😂😭😭😭
2026-10-06 19:27:07
1
lkj1688
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
3
aleksphd
Aleks PhD :
where are tou pulling these numbers from?
2026-10-06 02:44:25
1
vertigo3pc
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
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
richgunks
Gunks :
what’s the source of the chart?
2026-10-06 14:57:12
2
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