Factory AI CEO: 90% of tokens will go to open models within 12 months

matanSF · x · 2026-09-27

Factory AI CEO matanSF says open models went from <1% of enterprise tokens at the start of the year to over 10% by May, and predicts 90% of tokens will go to open models in the next 12 months, calling them incredibly performant, cheap, and fast.

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