prediction claim
The speaker expects open-weight models to gain share of total tokens, while frontier models continue to capture the largest share of spending.
Jamin Ball · Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter · 7 Nov 2026
In their words
The transcript segments this claim was taken from
“Uh, I think the trend will continue to be on a, as a percent of tokens, open weight kinda continues to eat share, but as a percent of wallet share in dollars, frontier continues to take the lion share.”27:43Report a misattribution
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