$HEEBOO
Fading QuicklySnapshot Window: 2026-07-08 23:10 UTC · ← Back to Crypto Overview
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Over 90% of my tokens is going to open models. 12 months came sooner for me. [Spoken audio]: We have a very special guest here today. We have Matan, a factory. Matan, how are the droids doing? The droids are doing well. The factory is growing. Very excited on the things that have been happening. Are the droids in Europe with us right now? The droids are in Europe. They recently made the jump across the pond. A lot of the largest banks and enterprises in Europe are now automating their software engineering with droids and with factory. We're very excited about it. So we have a very difficult question for you today. What is your hottest take? My hottest take is that in the next 12 months, 90% of tokens will be going to open models. Now, not all the tokens, and maybe not the most important tokens, but I think, you know, big token has been spewing some propaganda against Chinese models, which is, you know, how they're labeling the open models. And I think in fact, These open models are incredibly performant, incredibly cheap, incredibly fast, and there is going to be an important use for them in the portfolio of models. I think still the frontier clothes models will have a place, but I think that place will be shrinking at least in token share. Maybe not in cost, but in token share. Are you measuring the switches on your side? Yes, and at the beginning of the year we saw enterprises were using less than 1% open models, like less than 1% of their tokens were going to open models. in and around March it kind of crossed that 1% threshold and then in May it crossed the 10% threshold so it's growing pretty quickly because of the kind of cost-optimization and also like you know not every task you need OPIS 4.8 or like GPT 5.6 ultra-high and many tasks day-to-day you do are very simple and you know at factory we will actually dynamically route you to whichever kind of open or cheaper model is better for that task. What's your prediction for a percentage of open usage by the end of the year? By the end of the year, I think we'll probably get to, at least in the enterprise, we'll probably cross the 50% threshold by the end of this calendar year. Oh my God. Breaking news. This is crazy. Okay. As we finish up, anything else you want to share? What are you most excited about for raise? I'm most excited, honestly, about AI making its way into Europe. They've been, you know, they haven't been as urgent about it, but I I think this is kind of a sign that AI is making its way across the pond. People really care about it. There are a lot of businesses that can benefit dramatically from some of the kind of aggressive, sometimes too aggressive, moves that people have been making in the United States, excited to see more of that urgency in Europe, and there are a lot of great companies that it's fun to work with here. Amazing. Thank you so much, Matan. Thanks for having me.