Top 10 AI models' share of developer tokens plunges from 55% to 14%

GaryMarcus · x · 2026-10-13

Gary Marcus flags a Pro Report finding: the ten highest-quality models now carry just 14% of developer tokens, down from 55% last year, as cheaper "good enough" models win on volume. He calls it potentially "the final nail in the coffin of the AI IPOs," suggesting frontier labs' premium business models are losing usage share.

Original post →

More from Venture

Venture channel →