Mentions of open models in latest US earnings calls surged 6x YoY, with open models hitting 56% of Vercel tokens in August and 40% of AT&T's AI workloads
THE SO WHAT
Open models moving to 56% of Vercel tokens and 40% of AT&T workloads means the default enterprise stack is quietly diversifying away from a small set of US frontier APIs—on price, control, and geopolitical risk. If you're building on closed models only, you’re now the outlier in procurement conversations, not the norm.
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