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# Open-source models surge in corporate earnings discussions
- URL: https://adjacent.media/signals/open-source-models-surge-in-corporate-earnings-discussions/
- Published: 2026-09-28T16:09:31.000Z
- Updated: 2026-09-28T16:09:31.000Z
- Description: Mentions of open-source AI in US earnings calls jumped 6x year-over-year in late summer. Vercel’s platform data shows open models captured 56% of token usage in August, displacing proprietary APIs as the default choice for cost-conscious and independent developers.
- Author: Jonathan Greene
- Tags: #signal, theme-ai, open models, model adoption, enterprise deployment

Source: [Financial Times](https://www.ft.com/content/d9de4776-1fc9-4f2b-aaaf-9961c35d8acd?ref=adjacent.media) (paywall)

Mentions of open-source AI in US earnings calls jumped 6x year-over-year in late summer. Vercel's platform data shows open models captured 56% of token usage in August, displacing proprietary APIs as the default choice for cost-conscious and independent developers. This forces OpenAI, Anthropic, and other closed-model vendors to compete directly on inference price rather than just capability.