IBM CEO: best open AI models are Chinese, West 6-12 months behind, 75-90% of tokens going open-weight

victor_explore · x · 2026-10-23

IBM CEO Arvind Krishna says the best open-weight AI models today are Chinese and the West trails by only 6-12 months. He predicts 75-90% of token usage will move to open-weight models, argues they are low-risk when run in your own sandbox, and the commentary concludes the frontier API moat is gone for most agent work.

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