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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 2 months ago·Sourcery VC
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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highest conviction · one per company
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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.

Sourcery VC2026-07episode →

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$FACTORY
Factory
HIGHmatan·Sourcery VC·2 months ago·AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI· 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…"
21:05
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