matan

T2 · manager / operator

Founder of Factory, automating software engineering with 'droids' for large banks and enterprises; tracks enterprise model routing data showing rapid open model adoption.

1 call·1 name·100% bull·last heard 23 days ago·Sourcery VC
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$FACTORYFactoryposition

Factory predicts 90% of enterprise tokens will route to open models within 12 months

Enterprise open model token share grew from <1% to 10% in months; Factory dynamically routes workloads to open/cheaper models, predicting 50% enterprise open model usage by year-end as not every task needs frontier models.

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$FACTORY
Factory
HIGHmatan·Sourcery VC·23 days ago· position
Factory predicts 90% of enterprise tokens will route to open models within 12 months
Enterprise open model token share grew from <1% to 10% in months; Factory dynamically routes workloads to open/cheaper models, predicting 50% enterprise open model usage by year-end as not every task needs frontier models.
"My hottest take is that in the next 12 months 90% of tokens will be going to open models. Um now not all the tokens and maybe not the most important tokens but I think uh you know…"
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