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
